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Net Worth Advisory Group: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Net Worth Advisory Group on AXP, newest first. How the timeline and the estimate are built.

Net Worth Advisory Group held 5,316 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,316 shares
    Change vs previous 13F -566 shares

    0.45% of the 13F portfolio, value $1,798,228.

    13F-HR 0001754960-26-000481 filed by Net Worth Advisory Group
    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 5,882 shares
    Change vs previous 13F -219 shares

    0.37% of the 13F portfolio, value $1,779,246.

    13F-HR 0001754960-26-000355 filed by Net Worth Advisory Group
    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 6,101 shares
    Change vs previous 13F +223 shares

    0.46% of the 13F portfolio, value $2,257,186.

    13F-HR 0001754960-26-000043 filed by Net Worth Advisory Group
    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 5,878 shares
    Change vs previous 13F -661 shares

    0.56% of the 13F portfolio, value $1,952,401.

    13F-HR 0001754960-25-000668 filed by Net Worth Advisory Group
    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 6,539 shares
    Change vs previous 13F +4,347 shares

    0.46% of the 13F portfolio, value $2,085,932.

    13F-HR 0001754960-25-000454 filed by Net Worth Advisory Group
    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 2,192 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $589,690.

    13F-HR 0001754960-25-000198 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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