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Vivid Wealth Management, LLC: AXP position timeline

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

Vivid Wealth Management, LLC held 7,981 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,981 shares
    Change vs previous 13F +92 shares

    0.95% of the 13F portfolio, value $2,699,697.

    13F-HR 0002085853-26-000887 filed by Vivid Wealth Management, 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 7,889 shares
    Change vs previous 13F +20 shares

    0.97% of the 13F portfolio, value $2,386,281.

    13F-HR 0002085853-26-000504 filed by Vivid Wealth Management, 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 7,869 shares
    Change vs previous 13F -183 shares

    1.13% of the 13F portfolio, value $2,911,071.

    13F-HR 0002085853-26-000153 filed by Vivid Wealth Management, 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 8,052 shares
    Change vs previous 13F -911 shares

    1.06% of the 13F portfolio, value $2,674,409.

    13F-HR 0002085853-25-000175 filed by Vivid Wealth Management, 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 8,963 shares
    Change vs previous 13F -255 shares

    1.26% of the 13F portfolio, value $2,859,081.

    13F-HR 0001667731-25-000941 filed by Vivid Wealth Management, 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 9,218 shares
    Change vs previous 13F +364 shares

    1.24% of the 13F portfolio, value $2,480,053.

    13F-HR 0001667731-25-000451 filed by Vivid Wealth Management, 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 8,854 shares
    Change vs previous 13F -43 shares

    1.33% of the 13F portfolio, value $2,627,649.

    13F-HR 0001667731-25-000190 filed by Vivid Wealth Management, 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 8,897 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $2,412,945.

    13F-HR 0002007281-24-000005 filed by Vivid Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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