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Disclosery

Generations Wealth, LLC: AXP position timeline

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

Generations Wealth, LLC held 604 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 604 shares
    Change vs previous 13F +604 shares

    0.19% of the 13F portfolio, value $204,303.

    13F-HR 0002070529-26-000006 filed by Generations 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 0 shares
    Change vs previous 13F -604 shares

    13F-HR 0002070529-26-000005 filed by Generations Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 604 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $223,450.

    13F-HR 0002070529-26-000001 filed by Generations Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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