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Disclosery

NewEdge Wealth, LLC: AXP position timeline

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

NewEdge Wealth, LLC held 24,186 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,186 shares
    Change vs previous 13F +689 shares

    0.08% of the 13F portfolio, value $8,181,021.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 23,497 shares
    Change vs previous 13F -16,061 shares

    0.08% of the 13F portfolio, value $7,107,419.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 39,558 shares
    Change vs previous 13F +13,619 shares

    0.17% of the 13F portfolio, value $14,634,536.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 25,939 shares
    Change vs previous 13F +1,188 shares

    0.14% of the 13F portfolio, value $9,488,496.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 24,751 shares
    Change vs previous 13F -671 shares

    0.11% of the 13F portfolio, value $7,294,858.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 25,422 shares
    Change vs previous 13F -680 shares

    0.12% of the 13F portfolio, value $6,839,853.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 26,102 shares
    Change vs previous 13F +1,471 shares

    0.13% of the 13F portfolio, value $7,746,947.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 24,631 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $6,679,987.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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