IronOak Wealth LLC.: AXP position timeline

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

IronOak Wealth LLC. held 4,538 AXP shares at 2025-06-30 per its 13F-HR filed 2025-07-14.

the latest 13F is the newest step

period ended2025-06-30
13F 4,538 shares
Change vs previous 13F -3,829 shares
1.41% of the 13F portfolio, value $1,447,442.
13F-HR 0002037081-25-000003 filed by IronOak Wealth LLC.
Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 8,367 shares
Change vs previous 13F not available
2.78% of the 13F portfolio, value $2,483,141.
13F-HR 0002037081-25-000002 filed by IronOak Wealth LLC.
Filed 2025-03-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).