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PRECEDENT WEALTH PARTNERS, LLC: AXP position timeline

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

PRECEDENT WEALTH PARTNERS, LLC held 2,058 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,058 shares
    Change vs previous 13F +25 shares

    0.12% of the 13F portfolio, value $696,118.

    13F-HR 0002008666-26-000007 filed by PRECEDENT WEALTH PARTNERS, 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 2,033 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $614,941.

    13F-HR 0002008666-26-000003 filed by PRECEDENT WEALTH PARTNERS, 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 2,033 shares
    Change vs previous 13F +31 shares

    0.16% of the 13F portfolio, value $752,108.

    13F-HR 0002008666-26-000001 filed by PRECEDENT WEALTH PARTNERS, 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 2,002 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $664,984.

    13F-HR 0002008666-25-000007 filed by PRECEDENT WEALTH PARTNERS, 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 2,002 shares
    Change vs previous 13F -115 shares

    0.16% of the 13F portfolio, value $638,598.

    13F-HR 0002008666-25-000004 filed by PRECEDENT WEALTH PARTNERS, 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 2,117 shares
    Change vs previous 13F +53 shares

    0.16% of the 13F portfolio, value $569,579.

    13F-HR 0002008666-25-000002 filed by PRECEDENT WEALTH PARTNERS, 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 2,064 shares
    Change vs previous 13F +43 shares

    0.2% of the 13F portfolio, value $612,575.

    13F-HR 0002008666-25-000001 filed by PRECEDENT WEALTH PARTNERS, 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 2,021 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $548,095.

    13F-HR 0002008666-24-000005 filed by PRECEDENT WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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