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Disclosery

Trajan Wealth LLC: AXP position timeline

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

Trajan Wealth LLC held 67,796 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,796 shares
    Change vs previous 13F +5,765 shares

    0.87% of the 13F portfolio, value $22,932,120.

    13F-HR 0001934415-26-000005 filed by Trajan 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 62,031 shares
    Change vs previous 13F +33,529 shares

    0.76% of the 13F portfolio, value $18,763,092.

    13F-HR 0001934415-26-000004 filed by Trajan 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 28,502 shares
    Change vs previous 13F +3,601 shares

    0.44% of the 13F portfolio, value $10,544,160.

    13F-HR 0001934415-26-000001 filed by Trajan 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 24,901 shares
    Change vs previous 13F +5,881 shares

    0.36% of the 13F portfolio, value $8,271,227.

    13F-HR 0001934415-25-000005 filed by Trajan 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 19,020 shares
    Change vs previous 13F +3,033 shares

    0.3% of the 13F portfolio, value $6,067,012.

    13F-HR 0001934415-25-000004 filed by Trajan 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 15,987 shares
    Change vs previous 13F +1,955 shares

    0.23% of the 13F portfolio, value $4,301,234.

    13F-HR 0001085146-25-002998 filed by Trajan 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 14,032 shares
    Change vs previous 13F +1,417 shares

    0.23% of the 13F portfolio, value $4,164,414.

    13F-HR 0001934415-25-000002 filed by Trajan 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 12,615 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,421,244.

    13F-HR 0001934415-24-000006 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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