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Hemington Wealth Management: AXP position timeline

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

Hemington Wealth Management held 1,780 AXP shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 1,780 shares
    Change vs previous 13F +55 shares

    0.08% of the 13F portfolio, value $591,000.

    13F-HR 0001838234-25-000003 filed by Hemington 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 ended2025-06-30
    13F 1,725 shares
    Change vs previous 13F +64 shares

    0.08% of the 13F portfolio, value $550,000.

    13F-HR 0001907157-25-000031 filed by Hemington 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 ended2025-03-31
    13F 1,661 shares
    Change vs previous 13F +38 shares

    0.07% of the 13F portfolio, value $446,000.

    13F-HR 0001842974-25-000012 filed by Hemington 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 ended2024-12-31
    13F 1,623 shares
    Change vs previous 13F +53 shares

    0.12% of the 13F portfolio, value $481,000.

    13F-HR 0001907157-25-000009 filed by Hemington 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 ended2024-09-30
    13F 1,570 shares
    Change vs previous 13F +14 shares

    0.11% of the 13F portfolio, value $424,000.

    13F-HR 0001838234-24-000008 filed by Hemington 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 ended2024-06-30
    13F 1,556 shares
    Change vs previous 13F +38 shares

    0.12% of the 13F portfolio, value $360,000.

    13F-HR 0001838234-24-000004 filed by Hemington 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 ended2024-03-31
    13F 1,518 shares
    Change vs previous 13F -44 shares

    0.13% of the 13F portfolio, value $346,000.

    13F-HR 0001792704-24-000006 filed by Hemington 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 ended2023-12-31
    13F 1,562 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $293,000.

    13F-HR 0001838234-24-000001 filed by Hemington Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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