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Disclosery

WBH ADVISORY INC: AXP position timeline

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

WBH ADVISORY INC held 3,230 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,230 shares
    Change vs previous 13F -64 shares

    0.07% of the 13F portfolio, value $1,092,621.

    13F-HR 0001259671-26-000004 filed by WBH ADVISORY INC
    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 3,294 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $993,033.

    13F-HR 0001259671-26-000003 filed by WBH ADVISORY INC
    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 3,294 shares
    Change vs previous 13F -30 shares

    0.09% of the 13F portfolio, value $1,218,677.

    13F-HR 0001259671-26-000002 filed by WBH ADVISORY INC
    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 3,324 shares
    Change vs previous 13F +42 shares

    0.08% of the 13F portfolio, value $1,104,149.

    13F-HR 0001259671-25-000010 filed by WBH ADVISORY INC
    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 3,282 shares
    Change vs previous 13F -285 shares

    0.09% of the 13F portfolio, value $1,046,931.

    13F-HR 0001259671-25-000006 filed by WBH ADVISORY INC
    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 3,567 shares
    Change vs previous 13F -317 shares

    0.09% of the 13F portfolio, value $959,727.

    13F-HR 0001259671-25-000004 filed by WBH ADVISORY INC
    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 3,884 shares
    Change vs previous 13F -109 shares

    0.11% of the 13F portfolio, value $1,152,721.

    13F-HR 0001259671-25-000002 filed by WBH ADVISORY INC
    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 3,993 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,082,860.

    13F-HR 0001259671-24-000011 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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