Strategic Wealth Partners, Ltd.: AXP position timeline

Strategic Wealth Partners, Ltd. held 46,157 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 46,157 shares

   Change vs previous 13F +3,049 shares

   0.97% of the 13F portfolio, value $15,612,530.

   13F-HR 0001720777-26-000003 filed by Strategic Wealth Partners, Ltd.
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 43,108 shares

   Change vs previous 13F +13,656 shares

   0.9% of the 13F portfolio, value $13,039,385.

   13F-HR 0001720777-26-000001 filed by Strategic Wealth Partners, Ltd.
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 29,452 shares

   Change vs previous 13F +213 shares

   0.75% of the 13F portfolio, value $10,895,808.

   13F-HR 0001720777-26-000002 filed by Strategic Wealth Partners, Ltd.
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-09-30

   13F 29,239 shares

   Change vs previous 13F +19,569 shares

   0.73% of the 13F portfolio, value $9,712,176.

   13F-HR 0001720777-25-000007 filed by Strategic Wealth Partners, Ltd.
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 9,670 shares

   Change vs previous 13F +12 shares

   0.24% of the 13F portfolio, value $3,084,457.

   13F-HR 0001720777-25-000004 filed by Strategic Wealth Partners, Ltd.
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2024-12-31

   13F 9,658 shares

   Change vs previous 13F -1,300 shares

   0.25% of the 13F portfolio, value $2,969,772.

   13F-HR 0001720777-25-000001 filed by Strategic Wealth Partners, Ltd.
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

7. period ended2024-09-30

   13F 10,958 shares

   Change vs previous 13F not available

   0.29% of the 13F portfolio, value $2,971,824.

   13F-HR 0001720777-24-000007 filed by Strategic Wealth Partners, Ltd.
   Filed 2024-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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