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Parkshore Wealth Management, Inc.: AXP position timeline

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

Parkshore Wealth Management, Inc. held 9,585 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 9,585 shares
    Change vs previous 13F +5 shares

    0.93% of the 13F portfolio, value $3,242,043.

    13F-HR 0001172661-26-003140 filed by Parkshore Wealth Management, 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 9,580 shares
    Change vs previous 13F +22 shares

    0.97% of the 13F portfolio, value $2,897,682.

    13F-HR 0001172661-26-001776 filed by Parkshore Wealth Management, 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 9,558 shares
    Change vs previous 13F +17 shares

    1.33% of the 13F portfolio, value $3,536,149.

    13F-HR 0001172661-26-000530 filed by Parkshore Wealth Management, 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 9,541 shares
    Change vs previous 13F +22 shares

    1.29% of the 13F portfolio, value $3,169,037.

    13F-HR 0001172661-25-004783 filed by Parkshore Wealth Management, 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 9,519 shares
    Change vs previous 13F +23 shares

    1.48% of the 13F portfolio, value $3,036,367.

    13F-HR 0001172661-25-002572 filed by Parkshore Wealth Management, 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 9,496 shares
    Change vs previous 13F +17 shares

    1.49% of the 13F portfolio, value $2,554,997.

    13F-HR 0001172661-25-002430 filed by Parkshore Wealth Management, 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 9,479 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $2,813,272.

    13F-HR 0001172661-25-001105 filed by Parkshore Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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