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Waverly Advisors, LLC: AXP position timeline

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

Waverly Advisors, LLC held 97,920 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 97,920 shares
    Change vs previous 13F +6,111 shares

    0.19% of the 13F portfolio, value $33,121,584.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, 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 91,809 shares
    Change vs previous 13F +4,683 shares

    0.21% of the 13F portfolio, value $27,770,368.

    13F-HR 0001398344-26-009223 filed by Waverly Advisors, 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 87,126 shares
    Change vs previous 13F +1,506 shares

    0.26% of the 13F portfolio, value $32,232,316.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, 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 85,620 shares
    Change vs previous 13F +1,362 shares

    0.28% of the 13F portfolio, value $28,439,629.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, 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 84,258 shares
    Change vs previous 13F +2,989 shares

    0.3% of the 13F portfolio, value $26,876,673.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, 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 81,269 shares
    Change vs previous 13F +38,973 shares

    0.27% of the 13F portfolio, value $21,865,513.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, 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 42,296 shares
    Change vs previous 13F +2,916 shares

    0.19% of the 13F portfolio, value $12,552,912.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, 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 39,380 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $10,679,792.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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