Vishria Bird Financial Group, LLC: AXP position timeline

Vishria Bird Financial Group, LLC held 1,258 AXP shares at 2025-09-30 per its 13F-HR filed 2025-10-21.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 1,258 shares

   Change vs previous 13F +31 shares

   0.08% of the 13F portfolio, value $417,736.

   13F-HR 0002063364-25-000248 filed by Vishria Bird Financial Group, LLC
   Filed 2025-10-21 (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).

2. period ended2025-06-30

   13F 1,227 shares

   Change vs previous 13F +30 shares

   0.13% of the 13F portfolio, value $391,272.

   13F-HR 0002063364-25-000097 filed by Vishria Bird Financial Group, LLC
   Filed 2025-07-07 (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).

3. period ended2025-03-31

   13F 1,197 shares

   Change vs previous 13F 0 shares

   0.11% of the 13F portfolio, value $321,955.

   13F-HR 0002063364-25-000047 filed by Vishria Bird Financial Group, LLC
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 1,197 shares

   Change vs previous 13F 0 shares

   0.12% of the 13F portfolio, value $355,000.

   13F-HR 0001746438-25-000003 filed by Vishria Bird Financial Group, LLC
   Filed 2025-01-21 (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).

5. period ended2024-09-30

   13F 1,197 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $325,000.

   13F-HR 0001746438-24-000008 filed by Vishria Bird Financial Group, LLC
   Filed 2024-11-06 (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).