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PFG Private Wealth Management, LLC: AXP position timeline

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

PFG Private Wealth Management, LLC held 1,266 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,266 shares
    Change vs previous 13F +93 shares

    0.19% of the 13F portfolio, value $428,225.

    13F-HR 0001799957-26-000005 filed by PFG Private Wealth Management, 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 1,173 shares
    Change vs previous 13F +57 shares

    0.15% of the 13F portfolio, value $354,809.

    13F-HR 0001799957-26-000002 filed by PFG Private Wealth Management, 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 1,116 shares
    Change vs previous 13F +1,116 shares

    0.18% of the 13F portfolio, value $412,864.

    13F-HR 0001799957-26-000001 filed by PFG Private Wealth Management, 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 0 shares
    Change vs previous 13F -887 shares

    13F-HR 0001799957-25-000007 filed by PFG Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 887 shares
    Change vs previous 13F +45 shares

    0.15% of the 13F portfolio, value $282,935.

    13F-HR 0001799957-25-000005 filed by PFG Private Wealth Management, 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 842 shares
    Change vs previous 13F -57 shares

    0.12% of the 13F portfolio, value $226,540.

    13F-HR 0001799957-25-000004 filed by PFG Private Wealth Management, 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 899 shares
    Change vs previous 13F -25 shares

    0.15% of the 13F portfolio, value $266,814.

    13F-HR 0001799957-25-000001 filed by PFG Private Wealth Management, 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 924 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $250,589.

    13F-HR 0001799957-24-000007 filed by PFG Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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