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FOCUS Wealth Advisors, LLC: AXP position timeline

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

FOCUS Wealth Advisors, LLC held 8,952 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,952 shares
    Change vs previous 13F +10 shares

    1.4% of the 13F portfolio, value $3,028,127.

    13F-HR 0001845643-26-000003 filed by FOCUS Wealth Advisors, 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 8,942 shares
    Change vs previous 13F -330 shares

    1.32% of the 13F portfolio, value $2,704,885.

    13F-HR 0001845643-26-000002 filed by FOCUS Wealth Advisors, 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 9,272 shares
    Change vs previous 13F +1 shares

    1.6% of the 13F portfolio, value $3,430,162.

    13F-HR 0001845643-26-000001 filed by FOCUS Wealth Advisors, 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 9,271 shares
    Change vs previous 13F -30 shares

    1.48% of the 13F portfolio, value $3,079,319.

    13F-HR 0001085146-25-005821 filed by FOCUS Wealth Advisors, 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 9,301 shares
    Change vs previous 13F +9 shares

    1.54% of the 13F portfolio, value $2,966,961.

    13F-HR 0001085146-25-003681 filed by FOCUS Wealth Advisors, 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 9,292 shares
    Change vs previous 13F -594 shares

    1.38% of the 13F portfolio, value $2,500,068.

    13F-HR 0001085146-25-002738 filed by FOCUS Wealth Advisors, 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 9,886 shares
    Change vs previous 13F -277 shares

    1.56% of the 13F portfolio, value $2,934,077.

    13F-HR 0001085146-25-000263 filed by FOCUS Wealth Advisors, 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 10,163 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $2,756,165.

    13F-HR 0001085146-24-004840 filed by FOCUS Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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