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Disclosery

Stone Summit Wealth LLC: AXP position timeline

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

Stone Summit Wealth LLC held 13,401 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,401 shares
    Change vs previous 13F -235 shares

    1.15% of the 13F portfolio, value $4,532,888.

    13F-HR 0001754960-26-000614 filed by Stone Summit Wealth 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 13,636 shares
    Change vs previous 13F -616 shares

    1.15% of the 13F portfolio, value $4,124,617.

    13F-HR 0002085853-26-000460 filed by Stone Summit Wealth 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 14,252 shares
    Change vs previous 13F -556 shares

    1.43% of the 13F portfolio, value $5,272,527.

    13F-HR 0002085853-26-000102 filed by Stone Summit Wealth 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 14,808 shares
    Change vs previous 13F -1,003 shares

    1.39% of the 13F portfolio, value $4,918,625.

    13F-HR 0002085853-25-000137 filed by Stone Summit Wealth 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 15,811 shares
    Change vs previous 13F +157 shares

    1.56% of the 13F portfolio, value $5,043,393.

    13F-HR 0001667731-25-000854 filed by Stone Summit Wealth 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 15,654 shares
    Change vs previous 13F -410 shares

    1.43% of the 13F portfolio, value $4,211,709.

    13F-HR 0001667731-25-000518 filed by Stone Summit Wealth 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 16,064 shares
    Change vs previous 13F -891 shares

    1.6% of the 13F portfolio, value $4,767,635.

    13F-HR 0001667731-25-000149 filed by Stone Summit Wealth 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 16,955 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $4,598,196.

    13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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