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Disclosery

GDS Wealth Management: AXP position timeline

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

GDS Wealth Management held 77,226 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,226 shares
    Change vs previous 13F +5,603 shares

    1.24% of the 13F portfolio, value $26,121,743.

    13F-HR 0001940869-26-000003 filed by GDS 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 71,623 shares
    Change vs previous 13F +3,689 shares

    1.3% of the 13F portfolio, value $21,664,525.

    13F-HR 0001940869-26-000002 filed by GDS 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 67,934 shares
    Change vs previous 13F -134 shares

    1.57% of the 13F portfolio, value $25,132,183.

    13F-HR 0001940869-26-000001 filed by GDS 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 68,068 shares
    Change vs previous 13F +1,474 shares

    1.49% of the 13F portfolio, value $22,609,467.

    13F-HR 0001940869-25-000003 filed by GDS 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 66,594 shares
    Change vs previous 13F +1,973 shares

    1.55% of the 13F portfolio, value $21,242,154.

    13F-HR 0001221073-25-000074 filed by GDS 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 64,621 shares
    Change vs previous 13F +2,153 shares

    1.48% of the 13F portfolio, value $17,386,280.

    13F-HR 0001221073-25-000055 filed by GDS 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 62,468 shares
    Change vs previous 13F +2,231 shares

    1.69% of the 13F portfolio, value $18,539,878.

    13F-HR 0001221073-25-000013 filed by GDS 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 60,237 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $16,336,274.

    13F-HR 0001221073-24-000097 filed by GDS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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