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TRED AVON FAMILY WEALTH, LLC: AXP position timeline

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

TRED AVON FAMILY WEALTH, LLC held 3,818 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,818 shares
    Change vs previous 13F -26 shares

    0.4% of the 13F portfolio, value $1,291,417.

    13F-HR 0002094435-26-000003 filed by TRED AVON FAMILY 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 3,844 shares
    Change vs previous 13F -371 shares

    0.39% of the 13F portfolio, value $1,162,682.

    13F-HR 0002094435-26-000002 filed by TRED AVON FAMILY 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 4,215 shares
    Change vs previous 13F +83 shares

    0.51% of the 13F portfolio, value $1,559,246.

    13F-HR 0002094435-26-000001 filed by TRED AVON FAMILY 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 4,132 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,372,375.

    13F-HR 0002094435-25-000001 filed by TRED AVON FAMILY WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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