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Disclosery

KWB Wealth: AXP position timeline

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

KWB Wealth held 8,863 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,863 shares
    Change vs previous 13F -81 shares

    0.26% of the 13F portfolio, value $2,997,832.

    13F-HR 0001822236-26-000003 filed by KWB Wealth
    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 8,944 shares
    Change vs previous 13F -820 shares

    0.33% of the 13F portfolio, value $3,308,666.

    13F-HR 0001822236-26-000002 filed by KWB Wealth
    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 9,764 shares
    Change vs previous 13F -86 shares

    0.34% of the 13F portfolio, value $3,612,221.

    13F-HR 0001822236-26-000001 filed by KWB Wealth
    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 9,850 shares
    Change vs previous 13F -33 shares

    0.35% of the 13F portfolio, value $3,142,022.

    13F-HR 0001085146-25-005834 filed by KWB Wealth
    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 9,883 shares
    Change vs previous 13F -158 shares

    0.32% of the 13F portfolio, value $2,658,968.

    13F-HR 0001085146-25-003922 filed by KWB Wealth
    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 10,041 shares
    Change vs previous 13F +10 shares

    0.36% of the 13F portfolio, value $2,980,012.

    13F-HR 0001085146-25-002033 filed by KWB Wealth
    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 10,031 shares
    Change vs previous 13F +1,403 shares

    0.34% of the 13F portfolio, value $2,720,530.

    13F-HR 0001085146-25-000175 filed by KWB Wealth
    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 8,628 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,997,888.

    13F-HR 0001085146-24-004658 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

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