Kingsview Wealth Management, LLC: AXP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kingsview Wealth Management, LLC on AXP, newest first. How the timeline and the estimate are built.
Kingsview Wealth Management, LLC held 24,455 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-19.
the latest 13F is the newest step
- period ended2026-06-3013F 24,455 sharesChange vs previous 13F -832 shares
0.1% of the 13F portfolio, value $8,272,016.
13F-HR 0001791965-26-000005 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 25,287 sharesChange vs previous 13F +1,200 shares
0.1% of the 13F portfolio, value $7,648,703.
13F-HR 0001791965-26-000003 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 24,087 sharesChange vs previous 13F +113 shares
0.13% of the 13F portfolio, value $8,910,810.
13F-HR 0001791965-26-000001 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 23,974 sharesChange vs previous 13F -443 shares
0.12% of the 13F portfolio, value $7,963,091.
13F-HR 0001791965-25-000007 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 24,417 sharesChange vs previous 13F +226 shares
0.13% of the 13F portfolio, value $7,788,403.
13F-HR 0001791965-25-000005 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 24,191 sharesChange vs previous 13F +1,379 shares
0.12% of the 13F portfolio, value $6,508,461.
13F-HR 0001791965-25-000004 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 22,812 sharesChange vs previous 13F +553 shares
0.13% of the 13F portfolio, value $6,770,359.
13F-HR 0001791965-25-000001 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 22,259 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $6,036,523.
13F-HR 0001791965-24-000008 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).