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Disclosery

Vest Financial, LLC: AXP position timeline

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

Vest Financial, LLC held 202,990 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 202,990 shares
    Change vs previous 13F +17,863 shares

    0.72% of the 13F portfolio, value $68,661,370.

    13F-HR 0001709632-26-000006 filed by Vest Financial, 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 185,127 shares
    Change vs previous 13F +21,679 shares

    0.67% of the 13F portfolio, value $55,997,212.

    13F-HR 0001709632-26-000004 filed by Vest Financial, 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 163,448 shares
    Change vs previous 13F +7,195 shares

    0.77% of the 13F portfolio, value $60,467,587.

    13F-HR 0001709632-26-000002 filed by Vest Financial, 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 156,253 shares
    Change vs previous 13F +7,763 shares

    0.68% of the 13F portfolio, value $51,900,998.

    13F-HR 0001709632-25-000006 filed by Vest Financial, 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 148,490 shares
    Change vs previous 13F +5,648 shares

    0.67% of the 13F portfolio, value $47,365,339.

    13F-HR 0001085146-25-004177 filed by Vest Financial, 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 142,842 shares
    Change vs previous 13F +31,266 shares

    0.6% of the 13F portfolio, value $38,431,639.

    13F-HR 0001085146-25-002044 filed by Vest Financial, 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 111,576 shares
    Change vs previous 13F +9,129 shares

    0.59% of the 13F portfolio, value $33,114,641.

    13F-HR 0001085146-25-000544 filed by Vest Financial, 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 102,447 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $27,783,626.

    13F-HR 0001085146-24-004998 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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