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Disclosery

Coquina Private Wealth LLC: AXP position timeline

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

Coquina Private Wealth LLC held 840 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 840 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $284,130.

    13F-HR 0002063364-26-000230 filed by Coquina Private Wealth 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 840 shares
    Change vs previous 13F -128 shares

    0.2% of the 13F portfolio, value $254,083.

    13F-HR 0002063364-26-000147 filed by Coquina Private Wealth 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 968 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $358,112.

    13F-HR 0002063364-26-000040 filed by Coquina Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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