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Disclosery

Sharp Wealth Advisory, LLC: AXP position timeline

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

Sharp Wealth Advisory, LLC held 1,248 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 1,248 shares
    Change vs previous 13F +80 shares

    0.2% of the 13F portfolio, value $422,136.

    13F-HR 0001951757-26-001056 filed by Sharp Wealth Advisory, 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 1,168 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $353,297.

    13F-HR 0001951757-26-000736 filed by Sharp Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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