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MinichMacGregor Wealth Management, LLC: AXP position timeline

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

MinichMacGregor Wealth Management, LLC held 0 AXP shares at 2026-03-31 per its 13F-HR filed 2026-04-20.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,561 shares

    13F-HR 0001172661-26-001514 filed by MinichMacGregor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 1,561 shares
    Change vs previous 13F +174 shares

    0.1% of the 13F portfolio, value $577,813.

    13F-HR 0001172661-26-000974 filed by MinichMacGregor 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 ended2025-09-30
    13F 1,387 shares
    Change vs previous 13F +65 shares

    0.09% of the 13F portfolio, value $460,662.

    13F-HR 0001172661-25-004469 filed by MinichMacGregor 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 ended2025-06-30
    13F 1,322 shares
    Change vs previous 13F -146 shares

    0.09% of the 13F portfolio, value $421,650.

    13F-HR 0001172661-25-002620 filed by MinichMacGregor 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 ended2025-03-31
    13F 1,468 shares
    Change vs previous 13F +696 shares

    0.09% of the 13F portfolio, value $394,939.

    13F-HR 0001172661-25-001533 filed by MinichMacGregor 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 ended2024-12-31
    13F 772 shares
    Change vs previous 13F -252 shares

    0.05% of the 13F portfolio, value $229,093.

    13F-HR 0001172661-25-000264 filed by MinichMacGregor 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 ended2024-09-30
    13F 1,024 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $277,709.

    13F-HR 0001172661-24-004416 filed by MinichMacGregor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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