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Disclosery

HCR Wealth Advisors: AXP position timeline

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

HCR Wealth Advisors held 2,258 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,258 shares
    Change vs previous 13F +625 shares

    0.07% of the 13F portfolio, value $763,768.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 1,633 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $493,949.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 1,633 shares
    Change vs previous 13F +66 shares

    0.06% of the 13F portfolio, value $604,128.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    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 1,567 shares
    Change vs previous 13F -3 shares

    0.05% of the 13F portfolio, value $517,862.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    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 1,570 shares
    Change vs previous 13F -504 shares

    0.06% of the 13F portfolio, value $500,798.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    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 2,074 shares
    Change vs previous 13F -4 shares

    0.07% of the 13F portfolio, value $558,009.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    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 2,078 shares
    Change vs previous 13F +3 shares

    0.08% of the 13F portfolio, value $616,729.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    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 2,075 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $562,740.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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