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Disclosery

Plan A Wealth LLC: AXP position timeline

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

Plan A Wealth LLC held 2,491 AXP shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,491 shares
    Change vs previous 13F +31 shares

    0.27% of the 13F portfolio, value $757,573.

    13F-HR 0001172661-26-004433 filed by Plan A Wealth LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,460 shares
    Change vs previous 13F +237 shares

    0.35% of the 13F portfolio, value $832,147.

    13F-HR 0001172661-26-002615 filed by Plan A 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 ended2026-03-31
    13F 2,223 shares
    Change vs previous 13F +112 shares

    0.32% of the 13F portfolio, value $672,446.

    13F-HR 0001172661-26-002250 filed by Plan A 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 ended2025-12-31
    13F 2,111 shares
    Change vs previous 13F +129 shares

    0.38% of the 13F portfolio, value $780,992.

    13F-HR 0001172661-26-000517 filed by Plan A 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 ended2025-09-30
    13F 1,982 shares
    Change vs previous 13F +144 shares

    0.34% of the 13F portfolio, value $658,355.

    13F-HR 0001172661-25-004609 filed by Plan A 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 ended2025-06-30
    13F 1,838 shares
    Change vs previous 13F +879 shares

    0.33% of the 13F portfolio, value $586,285.

    13F-HR 0001172661-25-004608 filed by Plan A 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 ended2025-03-31
    13F 959 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $258,019.

    13F-HR 0001172661-25-004607 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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