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Disclosery

Marcum Wealth, LLC: AXP position timeline

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

Marcum Wealth, LLC held 4,233 AXP shares at 2025-03-31 per its 13F-HR filed 2025-04-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 4,233 shares
    Change vs previous 13F +173 shares

    0.1% of the 13F portfolio, value $1,138,959.

    13F-HR 0001784450-25-000004 filed by Marcum 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 ended2024-12-31
    13F 4,060 shares
    Change vs previous 13F +313 shares

    0.1% of the 13F portfolio, value $1,204,965.

    13F-HR 0001784450-25-000001 filed by Marcum 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 ended2024-09-30
    13F 3,747 shares
    Change vs previous 13F +982 shares

    0.09% of the 13F portfolio, value $1,016,199.

    13F-HR 0001784450-24-000006 filed by Marcum 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 ended2024-06-30
    13F 2,765 shares
    Change vs previous 13F -83 shares

    0.06% of the 13F portfolio, value $640,217.

    13F-HR 0001784450-24-000004 filed by Marcum 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 ended2024-03-31
    13F 2,848 shares
    Change vs previous 13F +182 shares

    0.07% of the 13F portfolio, value $648,525.

    13F-HR 0001784450-24-000003 filed by Marcum 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 ended2023-12-31
    13F 2,666 shares
    Change vs previous 13F -127 shares

    0.05% of the 13F portfolio, value $499,389.

    13F-HR 0001784450-24-000001 filed by Marcum 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 ended2023-09-30
    13F 2,793 shares
    Change vs previous 13F -52 shares

    0.05% of the 13F portfolio, value $416,725.

    13F-HR 0001784450-23-000005 filed by Marcum 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 ended2023-06-30
    13F 2,845 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $495,533.

    13F-HR 0001784450-23-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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