Skip to content
Disclosery

Wellington Grp LLC: AXP position timeline

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

Wellington Grp LLC held 2,950 AXP shares at 2026-06-30 per its 13F-HR/A filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 2,950 shares
    Change vs previous 13F +957 shares

    0.26% of the 13F portfolio, value $997,838.

    13F-HR/A 0002134013-26-000007 filed by Wellington Grp 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 1,993 shares
    Change vs previous 13F +583 shares

    0.19% of the 13F portfolio, value $602,843.

    13F-HR 0002134013-26-000003 filed by Wellington Grp 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/A 1,410 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $521,630.

    13F-HR/A 0002134013-26-000004 filed by Wellington Grp LLC
    Filed (acceptance time not in the bulk data set), ingested

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