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Signature Wealth Management Group: AXP position timeline

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

Signature Wealth Management Group held 3,122 AXP shares at 2026-03-31 per its 13F-HR filed 2026-04-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 3,122 shares
    Change vs previous 13F -4,733 shares

    0.36% of the 13F portfolio, value $944,267.

    13F-HR 0001736666-26-000002 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 7,855 shares
    Change vs previous 13F -861 shares

    1.18% of the 13F portfolio, value $2,905,883.

    13F-HR 0001736666-26-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 8,716 shares
    Change vs previous 13F -79 shares

    1.12% of the 13F portfolio, value $2,894,944.

    13F-HR 0001736666-25-000006 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 8,795 shares
    Change vs previous 13F -107 shares

    1.11% of the 13F portfolio, value $2,805,439.

    13F-HR 0001736666-25-000005 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 8,902 shares
    Change vs previous 13F -85 shares

    0.93% of the 13F portfolio, value $2,394,958.

    13F-HR 0001736666-25-000003 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 8,987 shares
    Change vs previous 13F +202 shares

    1.07% of the 13F portfolio, value $2,667,312.

    13F-HR 0001736666-25-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 8,785 shares
    Change vs previous 13F +22 shares

    0.96% of the 13F portfolio, value $2,382,465.

    13F-HR 0001736666-24-000004 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 8,763 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $2,029,173.

    13F-HR 0001736666-24-000003 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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