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Watts Gwilliam & Co., LLC: AXP position timeline

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

Watts Gwilliam & Co., LLC held 3,417 AXP shares at 2025-09-30 per its 13F-HR filed 2025-11-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 3,417 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,135,096.

    13F-HR 0001657733-25-000006 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 3,417 shares
    Change vs previous 13F +33 shares

    0.19% of the 13F portfolio, value $1,167,594.

    13F-HR 0001657733-25-000004 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 3,384 shares
    Change vs previous 13F -13 shares

    0.2% of the 13F portfolio, value $910,514.

    13F-HR 0001657733-25-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 3,397 shares
    Change vs previous 13F -10 shares

    0.22% of the 13F portfolio, value $1,026,085.

    13F-HR 0001657733-25-000001 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 3,407 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $916,799.

    13F-HR 0001657733-24-000005 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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