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Disclosery

RMR Wealth Builders: AXP position timeline

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

RMR Wealth Builders held 14,721 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,721 shares
    Change vs previous 13F +3,628 shares

    0.31% of the 13F portfolio, value $4,979,448.

    13F-HR 0001420506-26-001286 filed by RMR Wealth Builders
    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 11,093 shares
    Change vs previous 13F +1,479 shares

    0.26% of the 13F portfolio, value $3,355,382.

    13F-HR 0001420506-26-000699 filed by RMR Wealth Builders
    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 9,614 shares
    Change vs previous 13F +706 shares

    0.28% of the 13F portfolio, value $3,556,830.

    13F-HR 0001420506-26-000102 filed by RMR Wealth Builders
    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 8,908 shares
    Change vs previous 13F +514 shares

    0.25% of the 13F portfolio, value $2,958,779.

    13F-HR 0001420506-25-002994 filed by RMR Wealth Builders
    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 8,394 shares
    Change vs previous 13F +379 shares

    0.24% of the 13F portfolio, value $2,677,525.

    13F-HR 0001420506-25-001478 filed by RMR Wealth Builders
    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 8,015 shares
    Change vs previous 13F +349 shares

    0.23% of the 13F portfolio, value $2,156,528.

    13F-HR 0001420506-25-000775 filed by RMR Wealth Builders
    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/A 7,666 shares
    Change vs previous 13F +527 shares

    0.24% of the 13F portfolio, value $2,275,117.

    13F-HR/A 0001420506-25-000027 filed by RMR Wealth Builders
    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 7,139 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,936,228.

    13F-HR 0001420506-24-002151 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

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