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Disclosery

MOTIVE WEALTH ADVISORS: AXP position timeline

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

MOTIVE WEALTH ADVISORS held 782 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 782 shares
    Change vs previous 13F +25 shares

    0.11% of the 13F portfolio, value $264,512.

    13F-HR 0001754960-26-000562 filed by MOTIVE WEALTH ADVISORS
    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 757 shares
    Change vs previous 13F +12 shares

    0.11% of the 13F portfolio, value $228,977.

    13F-HR 0001754960-26-000259 filed by MOTIVE WEALTH ADVISORS
    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 745 shares
    Change vs previous 13F -4 shares

    0.12% of the 13F portfolio, value $275,613.

    13F-HR 0001754960-26-000068 filed by MOTIVE WEALTH ADVISORS
    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 749 shares
    Change vs previous 13F +6 shares

    0.11% of the 13F portfolio, value $248,788.

    13F-HR 0001754960-25-000693 filed by MOTIVE WEALTH ADVISORS
    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 743 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $237,002.

    13F-HR 0001754960-25-000400 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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