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MUIRFIELD WEALTH ADVISORS LLC: AXP position timeline

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

MUIRFIELD WEALTH ADVISORS LLC held 4,581 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,581 shares
    Change vs previous 13F -102 shares

    1.01% of the 13F portfolio, value $1,549,559.

    13F-HR 0001951757-26-001173 filed by MUIRFIELD WEALTH ADVISORS 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 4,683 shares
    Change vs previous 13F +10 shares

    1.04% of the 13F portfolio, value $1,416,657.

    13F-HR 0001951757-26-000702 filed by MUIRFIELD 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 ended2025-12-31
    13F 4,673 shares
    Change vs previous 13F -106 shares

    1.27% of the 13F portfolio, value $1,728,682.

    13F-HR 0001951757-26-000377 filed by MUIRFIELD 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 ended2025-09-30
    13F 4,779 shares
    Change vs previous 13F +13 shares

    1.18% of the 13F portfolio, value $1,587,404.

    13F-HR 0001951757-25-001390 filed by MUIRFIELD 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 ended2025-06-30
    13F 4,766 shares
    Change vs previous 13F +14 shares

    1.21% of the 13F portfolio, value $1,520,171.

    13F-HR 0001951757-25-000955 filed by MUIRFIELD 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 ended2025-03-31
    13F 4,752 shares
    Change vs previous 13F +10 shares

    1.09% of the 13F portfolio, value $1,278,536.

    13F-HR 0001951757-25-000356 filed by MUIRFIELD 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 ended2024-12-31
    13F 4,742 shares
    Change vs previous 13F +12 shares

    1.16% of the 13F portfolio, value $1,407,273.

    13F-HR 0001951757-25-000128 filed by MUIRFIELD 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 ended2024-09-30
    13F 4,730 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $1,282,818.

    13F-HR 0001951757-24-001016 filed by MUIRFIELD WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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