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SAGE PRIVATE WEALTH GROUP, LLC: AXP position timeline

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

SAGE PRIVATE WEALTH GROUP, LLC held 1,756 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,756 shares
    Change vs previous 13F -37 shares

    0.27% of the 13F portfolio, value $594,069.

    13F-HR 0001765380-26-000298 filed by SAGE PRIVATE WEALTH GROUP, 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 1,793 shares
    Change vs previous 13F -32 shares

    0.27% of the 13F portfolio, value $542,451.

    13F-HR 0001765380-26-000132 filed by SAGE PRIVATE WEALTH GROUP, 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 1,825 shares
    Change vs previous 13F +59 shares

    0.36% of the 13F portfolio, value $675,013.

    13F-HR 0001765380-26-000056 filed by SAGE PRIVATE WEALTH GROUP, 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 1,766 shares
    Change vs previous 13F -5 shares

    0.33% of the 13F portfolio, value $586,557.

    13F-HR 0001765380-25-000432 filed by SAGE PRIVATE WEALTH GROUP, 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 1,771 shares
    Change vs previous 13F -87 shares

    0.36% of the 13F portfolio, value $565,215.

    13F-HR 0001085146-25-004234 filed by SAGE PRIVATE WEALTH GROUP, 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 1,858 shares
    Change vs previous 13F +9 shares

    0.38% of the 13F portfolio, value $500,157.

    13F-HR 0001085146-25-002538 filed by SAGE PRIVATE WEALTH GROUP, 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 1,849 shares
    Change vs previous 13F -49 shares

    0.41% of the 13F portfolio, value $548,834.

    13F-HR 0001085146-25-000601 filed by SAGE PRIVATE WEALTH GROUP, 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 1,898 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $514,849.

    13F-HR 0001085146-25-000600 filed by SAGE PRIVATE WEALTH GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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