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Disclosery

Florida Trust Wealth Management Co: AXP position timeline

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

Florida Trust Wealth Management Co held 55,087 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,087 shares
    Change vs previous 13F +4,390 shares

    0.46% of the 13F portfolio, value $18,633,178.

    13F-HR 0001651023-26-000004 filed by Florida Trust Wealth Management Co
    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 50,697 shares
    Change vs previous 13F +700 shares

    0.43% of the 13F portfolio, value $15,334,828.

    13F-HR 0001651023-26-000002 filed by Florida Trust Wealth Management Co
    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 49,997 shares
    Change vs previous 13F +660 shares

    0.51% of the 13F portfolio, value $18,496,390.

    13F-HR 0001651023-26-000001 filed by Florida Trust Wealth Management Co
    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 49,337 shares
    Change vs previous 13F -1,084 shares

    0.47% of the 13F portfolio, value $16,387,778.

    13F-HR 0001651023-25-000007 filed by Florida Trust Wealth Management Co
    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 50,421 shares
    Change vs previous 13F +939 shares

    0.49% of the 13F portfolio, value $16,083,291.

    13F-HR 0001651023-25-000006 filed by Florida Trust Wealth Management Co
    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 49,482 shares
    Change vs previous 13F +1,533 shares

    0.43% of the 13F portfolio, value $13,313,132.

    13F-HR 0001651023-25-000002 filed by Florida Trust Wealth Management Co
    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 47,949 shares
    Change vs previous 13F +1,785 shares

    0.45% of the 13F portfolio, value $14,230,783.

    13F-HR 0001651023-25-000001 filed by Florida Trust Wealth Management Co
    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 46,164 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $12,519,677.

    13F-HR 0001651023-24-000006 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

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