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Disclosery

Private Wealth Partners, LLC: AXP position timeline

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

Private Wealth Partners, LLC held 6,420 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,420 shares
    Change vs previous 13F -3,255 shares

    0.16% of the 13F portfolio, value $2,171,565.

    13F-HR 0001335851-26-000005 filed by Private 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 9,675 shares
    Change vs previous 13F +1,073 shares

    0.23% of the 13F portfolio, value $2,926,494.

    13F-HR 0001335851-26-000002 filed by Private 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 8,602 shares
    Change vs previous 13F -2,001 shares

    0.23% of the 13F portfolio, value $3,182,310.

    13F-HR 0001335851-26-000001 filed by Private 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 10,603 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $3,521,892.

    13F-HR 0001335851-25-000004 filed by Private 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 10,603 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $3,382,145.

    13F-HR 0001085146-25-004438 filed by Private 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 10,603 shares
    Change vs previous 13F -680 shares

    0.24% of the 13F portfolio, value $2,852,737.

    13F-HR 0001085146-25-002217 filed by Private 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 11,283 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $3,348,682.

    13F-HR 0001085146-25-000680 filed by Private 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 11,283 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,059,950.

    13F-HR 0001085146-24-005212 filed by Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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