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Disclosery

Leo Wealth, LLC: AXP position timeline

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

Leo Wealth, LLC held 4,364 AXP shares at 2026-03-31 per its 13F-HR filed 2026-05-05.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 4,364 shares
    Change vs previous 13F -729 shares

    0.1% of the 13F portfolio, value $1,320,018.

    13F-HR 0001754960-26-000352 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 5,093 shares
    Change vs previous 13F +1,410 shares

    0.14% of the 13F portfolio, value $1,884,177.

    13F-HR 0001754960-26-000097 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 3,683 shares
    Change vs previous 13F -1,868 shares

    0.16% of the 13F portfolio, value $1,223,506.

    13F-HR 0001754960-25-000792 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 5,551 shares
    Change vs previous 13F +992 shares

    0.14% of the 13F portfolio, value $1,770,789.

    13F-HR 0001754960-25-000476 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 4,559 shares
    Change vs previous 13F -1,301 shares

    0.18% of the 13F portfolio, value $1,226,477.

    13F-HR 0001754960-25-000272 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 5,860 shares
    Change vs previous 13F +2,609 shares

    0.16% of the 13F portfolio, value $1,739,180.

    13F-HR 0001754960-25-000075 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 3,251 shares
    Change vs previous 13F -109 shares

    0.08% of the 13F portfolio, value $881,640.

    13F-HR 0001754960-24-000519 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 3,360 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $782,453.

    13F-HR 0001754960-24-000273 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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