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MINDSET WEALTH MANAGEMENT, LLC: AXP position timeline

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

MINDSET WEALTH MANAGEMENT, LLC held 9,379 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,379 shares
    Change vs previous 13F +161 shares

    0.61% of the 13F portfolio, value $3,172,362.

    13F-HR 0002044232-26-000003 filed by MINDSET WEALTH MANAGEMENT, LLC
    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 9,218 shares
    Change vs previous 13F +179 shares

    0.75% of the 13F portfolio, value $2,788,396.

    13F-HR 0002044232-26-000002 filed by MINDSET WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 9,039 shares
    Change vs previous 13F +154 shares

    0.88% of the 13F portfolio, value $3,344,061.

    13F-HR 0002044232-26-000001 filed by MINDSET WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 8,885 shares
    Change vs previous 13F +47 shares

    0.8% of the 13F portfolio, value $2,951,242.

    13F-HR 0002044232-25-000004 filed by MINDSET WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 8,838 shares
    Change vs previous 13F +113 shares

    0.92% of the 13F portfolio, value $2,819,145.

    13F-HR 0001988408-25-000007 filed by MINDSET WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 8,725 shares
    Change vs previous 13F -12 shares

    0.91% of the 13F portfolio, value $2,347,461.

    13F-HR 0001830922-25-000005 filed by MINDSET WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 8,737 shares
    Change vs previous 13F -368 shares

    0.95% of the 13F portfolio, value $2,593,054.

    13F-HR 0002044232-25-000001 filed by MINDSET WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 9,105 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $2,469,276.

    13F-HR 0002044232-24-000001 filed by MINDSET WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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