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Disclosery

WELLINGTON-ALTUS USA INC.: AXP position timeline

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

WELLINGTON-ALTUS USA INC. held 648 AXP shares at 2026-06-30 per its 13F-HR filed 2026-09-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 648 shares
    Change vs previous 13F -110 shares

    0.14% of the 13F portfolio, value $196,007.

    13F-HR 0001760398-26-000005 filed by WELLINGTON-ALTUS USA INC.
    Accepted , ingested

  2. period ended2026-03-31
    13F 758 shares
    Change vs previous 13F -786 shares

    0.15% of the 13F portfolio, value $256,394.

    13F-HR 0001760398-26-000004 filed by WELLINGTON-ALTUS USA INC.
    Accepted , ingested

  3. period ended2025-12-31
    13F 1,544 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $571,203.

    13F-HR 0001760398-26-000003 filed by WELLINGTON-ALTUS USA INC.
    Accepted , ingested