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MLG Wealth Management DBA Pine Grove Financial Group: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MLG Wealth Management DBA Pine Grove Financial Group on AXP, newest first. How the timeline and the estimate are built.

MLG Wealth Management DBA Pine Grove Financial Group held 784 AXP shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 784 shares
    Change vs previous 13F -293 shares

    0.02% of the 13F portfolio, value $238,414.

    13F-HR 0001754960-26-000847 filed by MLG Wealth Management DBA Pine Grove Financial Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,077 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $364,295.

    13F-HR 0001754960-26-000790 filed by MLG Wealth Management DBA Pine Grove Financial Group
    Accepted , ingested