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Disclosery

Commonwealth Financial Services, LLC: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Commonwealth Financial Services, LLC on AXP, newest first. How the timeline and the estimate are built.

Commonwealth Financial Services, LLC held 986 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 986 shares
    Change vs previous 13F +153 shares

    0.04% of the 13F portfolio, value $333,535.

    13F-HR 0001536755-26-000007 filed by Commonwealth Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 833 shares
    Change vs previous 13F +133 shares

    0.04% of the 13F portfolio, value $251,984.

    13F-HR 0001536755-26-000005 filed by Commonwealth Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 700 shares
    Change vs previous 13F +38 shares

    0.04% of the 13F portfolio, value $258,987.

    13F-HR 0001536755-26-000003 filed by Commonwealth Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 662 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $219,910.

    13F-HR 0001536755-25-000015 filed by Commonwealth Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).