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Disclosery

NWF Advisory Services Inc.: AXP position timeline

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

NWF Advisory Services Inc. held 37,731 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,731 shares
    Change vs previous 13F +395 shares

    1.2% of the 13F portfolio, value $12,762,562.

    13F-HR 0002085853-26-000893 filed by NWF Advisory Services Inc.
    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 37,336 shares
    Change vs previous 13F +384 shares

    1.28% of the 13F portfolio, value $11,293,401.

    13F-HR 0002085853-26-000556 filed by NWF Advisory Services Inc.
    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 36,952 shares
    Change vs previous 13F -270 shares

    1.51% of the 13F portfolio, value $13,670,444.

    13F-HR 0002085853-26-000290 filed by NWF Advisory Services Inc.
    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 37,222 shares
    Change vs previous 13F -4,579 shares

    1.36% of the 13F portfolio, value $12,363,656.

    13F-HR 0002085853-25-000210 filed by NWF Advisory Services Inc.
    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 41,801 shares
    Change vs previous 13F +4,998 shares

    1.59% of the 13F portfolio, value $13,333,744.

    13F-HR 0001667731-25-001273 filed by NWF Advisory Services Inc.
    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 36,803 shares
    Change vs previous 13F -1,996 shares

    1.39% of the 13F portfolio, value $9,901,890.

    13F-HR 0001667731-25-001092 filed by NWF Advisory Services Inc.
    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 38,799 shares
    Change vs previous 13F +3,530 shares

    1.69% of the 13F portfolio, value $11,515,215.

    13F-HR 0001667731-25-000641 filed by NWF Advisory Services Inc.
    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 35,269 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $9,564,953.

    13F-HR 0002085853-25-000017 filed by NWF Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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