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PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC: AXP position timeline

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

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC held 22,288 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,288 shares
    Change vs previous 13F +8,584 shares

    0.89% of the 13F portfolio, value $7,538,964.

    13F-HR 0001765380-26-000275 filed by PARR MCKNIGHT WEALTH MANAGEMENT GROUP, 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 13,704 shares
    Change vs previous 13F +124 shares

    0.54% of the 13F portfolio, value $4,145,212.

    13F-HR 0001765380-26-000142 filed by PARR MCKNIGHT WEALTH MANAGEMENT GROUP, 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 13,580 shares
    Change vs previous 13F -195 shares

    0.66% of the 13F portfolio, value $5,023,937.

    13F-HR 0001765380-26-000088 filed by PARR MCKNIGHT WEALTH MANAGEMENT GROUP, 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 13,775 shares
    Change vs previous 13F +12,750 shares

    0.6% of the 13F portfolio, value $4,575,504.

    13F-HR 0001765380-25-000460 filed by PARR MCKNIGHT WEALTH MANAGEMENT GROUP, 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 1,025 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $326,955.

    13F-HR 0001765380-25-000324 filed by PARR MCKNIGHT WEALTH MANAGEMENT GROUP, 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 1,025 shares
    Change vs previous 13F -1 shares

    0.04% of the 13F portfolio, value $275,776.

    13F-HR 0001765380-25-000156 filed by PARR MCKNIGHT WEALTH MANAGEMENT GROUP, 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 1,026 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $304,507.

    13F-HR 0001765380-25-000132 filed by PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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