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MFA WEALTH ADVISORS, LLC: AXP position timeline

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

MFA WEALTH ADVISORS, LLC held 34,872 AXP shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 34,872 shares
    Change vs previous 13F -183 shares

    1.8% of the 13F portfolio, value $10,604,629.

    13F-HR 0001688184-26-000006 filed by MFA WEALTH ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 35,055 shares
    Change vs previous 13F +4,478 shares

    2.02% of the 13F portfolio, value $11,857,358.

    13F-HR 0001688184-26-000004 filed by MFA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 30,577 shares
    Change vs previous 13F +2,145 shares

    1.82% of the 13F portfolio, value $9,248,885.

    13F-HR 0001688184-26-000003 filed by MFA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 28,432 shares
    Change vs previous 13F +864 shares

    2.22% of the 13F portfolio, value $10,518,315.

    13F-HR 0001688184-26-000001 filed by MFA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 27,568 shares
    Change vs previous 13F +1,161 shares

    2% of the 13F portfolio, value $9,156,853.

    13F-HR 0001688184-25-000007 filed by MFA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 26,407 shares
    Change vs previous 13F -1,425 shares

    1.98% of the 13F portfolio, value $8,423,443.

    13F-HR 0002051613-25-000006 filed by MFA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 27,832 shares
    Change vs previous 13F -641 shares

    1.85% of the 13F portfolio, value $7,488,273.

    13F-HR 0001688184-25-000003 filed by MFA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 28,473 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $8,450,538.

    13F-HR 0001688184-25-000001 filed by MFA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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