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Warther Private Wealth, LLC: AXP position timeline

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

Warther Private Wealth, LLC held 4,823 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,823 shares
    Change vs previous 13F +1,910 shares

    0.36% of the 13F portfolio, value $1,631,380.

    13F-HR 0001954551-26-000005 filed by Warther Private 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 2,913 shares
    Change vs previous 13F +100 shares

    0.21% of the 13F portfolio, value $881,124.

    13F-HR 0001954551-26-000004 filed by Warther Private 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 2,813 shares
    Change vs previous 13F +13 shares

    0.25% of the 13F portfolio, value $1,040,669.

    13F-HR 0001954551-26-000002 filed by Warther Private 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 2,800 shares
    Change vs previous 13F -19 shares

    0.22% of the 13F portfolio, value $930,048.

    13F-HR 0001954551-25-000009 filed by Warther Private 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 2,819 shares
    Change vs previous 13F -1,449 shares

    0.24% of the 13F portfolio, value $899,205.

    13F-HR 0001954551-25-000007 filed by Warther Private 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 4,268 shares
    Change vs previous 13F -19,480 shares

    0.38% of the 13F portfolio, value $1,148,305.

    13F-HR 0001954551-25-000005 filed by Warther Private 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 23,748 shares
    Change vs previous 13F -979 shares

    2.4% of the 13F portfolio, value $7,048,169.

    13F-HR 0001954551-25-000002 filed by Warther Private 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 24,727 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $6,705,962.

    13F-HR 0001954551-24-000008 filed by Warther Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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