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Disclosery

Third View Private Wealth, LLC: AXP position timeline

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

Third View Private Wealth, LLC held 2,555 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,555 shares
    Change vs previous 13F +289 shares

    0.11% of the 13F portfolio, value $864,238.

    13F-HR 0002083406-26-000003 filed by Third View Private 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 2,266 shares
    Change vs previous 13F +194 shares

    0.09% of the 13F portfolio, value $685,360.

    13F-HR 0002083406-26-000002 filed by Third View Private 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 2,072 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $766,401.

    13F-HR 0002083406-26-000001 filed by Third View Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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