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CONSCIOUS WEALTH INVESTMENTS, LLC: AXP position timeline

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

CONSCIOUS WEALTH INVESTMENTS, LLC held 10,971 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,971 shares
    Change vs previous 13F -210 shares

    1.98% of the 13F portfolio, value $3,848,505.

    13F-HR 0001951757-26-001219 filed by CONSCIOUS WEALTH INVESTMENTS, 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 11,181 shares
    Change vs previous 13F -38 shares

    2.05% of the 13F portfolio, value $3,679,056.

    13F-HR 0001951757-26-000721 filed by CONSCIOUS WEALTH INVESTMENTS, 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 11,219 shares
    Change vs previous 13F -743 shares

    2.39% of the 13F portfolio, value $3,978,309.

    13F-HR 0001951757-26-000436 filed by CONSCIOUS WEALTH INVESTMENTS, 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 11,962 shares
    Change vs previous 13F -128 shares

    2.56% of the 13F portfolio, value $4,314,644.

    13F-HR 0001951757-25-001326 filed by CONSCIOUS WEALTH INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 12,090 shares
    Change vs previous 13F -11 shares

    2.38% of the 13F portfolio, value $3,730,541.

    13F-HR 0001951757-25-001012 filed by CONSCIOUS WEALTH INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 12,101 shares
    Change vs previous 13F -2,447 shares

    2.39% of the 13F portfolio, value $3,442,763.

    13F-HR 0001951757-25-000552 filed by CONSCIOUS WEALTH INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 14,548 shares
    Change vs previous 13F -223 shares

    3.08% of the 13F portfolio, value $4,547,027.

    13F-HR 0001951757-25-000177 filed by CONSCIOUS WEALTH INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 14,771 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $4,006,387.

    13F-HR 0001951757-24-001123 filed by CONSCIOUS WEALTH INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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