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Disclosery

HB Wealth Management, LLC: AXP position timeline

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

HB Wealth Management, LLC held 68,800 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,800 shares
    Change vs previous 13F +1,893 shares

    0.13% of the 13F portfolio, value $23,271,671.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 66,907 shares
    Change vs previous 13F +339 shares

    0.13% of the 13F portfolio, value $20,238,274.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 66,568 shares
    Change vs previous 13F +1,360 shares

    0.16% of the 13F portfolio, value $24,627,059.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 65,208 shares
    Change vs previous 13F +5,222 shares

    0.15% of the 13F portfolio, value $21,659,678.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 59,986 shares
    Change vs previous 13F -3,498 shares

    0.15% of the 13F portfolio, value $19,134,511.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 63,484 shares
    Change vs previous 13F +5,710 shares

    0.14% of the 13F portfolio, value $17,080,536.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 57,774 shares
    Change vs previous 13F +211 shares

    0.18% of the 13F portfolio, value $17,146,858.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 57,563 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $15,611,126.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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