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Disclosery

Dakota Wealth Management: AXP position timeline

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

Dakota Wealth Management held 5,824 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,824 shares
    Change vs previous 13F -124 shares

    0.04% of the 13F portfolio, value $1,970,120.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    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/A 5,948 shares
    Change vs previous 13F -1,528 shares

    0.04% of the 13F portfolio, value $1,799,173.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    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/A 7,476 shares
    Change vs previous 13F -7,422 shares

    0.05% of the 13F portfolio, value $2,765,738.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    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/A 14,898 shares
    Change vs previous 13F -1,081 shares

    0.1% of the 13F portfolio, value $4,948,481.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    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 15,979 shares
    Change vs previous 13F +352 shares

    0.11% of the 13F portfolio, value $5,096,908.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    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 15,627 shares
    Change vs previous 13F -728 shares

    0.1% of the 13F portfolio, value $4,204,350.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    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 16,355 shares
    Change vs previous 13F -1,502 shares

    0.11% of the 13F portfolio, value $4,853,902.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    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 17,857 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,842,706.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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