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Disclosery

SBE LLC DBA CEDAR COVE WEALTH PARTNERS: AXP position timeline

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

SBE LLC DBA CEDAR COVE WEALTH PARTNERS held 599 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 599 shares
    Change vs previous 13F +599 shares

    0.1% of the 13F portfolio, value $202,721.

    13F-HR 0002111343-26-000003 filed by SBE LLC DBA CEDAR COVE WEALTH PARTNERS
    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 0 shares
    Change vs previous 13F -610 shares

    13F-HR 0002111343-26-000002 filed by SBE LLC DBA CEDAR COVE WEALTH PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 610 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $225,557.

    13F-HR 0002111343-26-000001 filed by SBE LLC DBA CEDAR COVE WEALTH PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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