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EVOLVE PRIVATE WEALTH, LLC: AXP position timeline

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

EVOLVE PRIVATE WEALTH, LLC held 15,292 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,292 shares
    Change vs previous 13F -5,280 shares

    0.32% of the 13F portfolio, value $5,172,357.

    13F-HR 0001951757-26-001250 filed by EVOLVE 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 20,572 shares
    Change vs previous 13F +905 shares

    0.33% of the 13F portfolio, value $6,222,554.

    13F-HR 0001951757-26-000621 filed by EVOLVE 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 19,667 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $7,275,634.

    13F-HR 0001951757-26-000467 filed by EVOLVE PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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