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Westend Capital Management, LLC: AXP position timeline

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

Westend Capital Management, LLC held 35,358 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,358 shares
    Change vs previous 13F -210 shares

    2.74% of the 13F portfolio, value $11,959,862.

    13F-HR 0001331997-26-000003 filed by Westend Capital Management, 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 35,568 shares
    Change vs previous 13F +989 shares

    3.23% of the 13F portfolio, value $10,758,624.

    13F-HR 0001331997-26-000002 filed by Westend Capital Management, 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 34,579 shares
    Change vs previous 13F +332 shares

    3.58% of the 13F portfolio, value $12,792,519.

    13F-HR 0001331997-26-000001 filed by Westend Capital Management, 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 34,247 shares
    Change vs previous 13F +542 shares

    3.31% of the 13F portfolio, value $11,375,499.

    13F-HR 0001331997-25-000006 filed by Westend Capital Management, 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 33,705 shares
    Change vs previous 13F +982 shares

    3.31% of the 13F portfolio, value $10,751,235.

    13F-HR 0001331997-25-000003 filed by Westend Capital Management, 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 32,723 shares
    Change vs previous 13F +733 shares

    3.35% of the 13F portfolio, value $8,804,134.

    13F-HR 0001331997-25-000002 filed by Westend Capital Management, 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 31,990 shares
    Change vs previous 13F +243 shares

    2.82% of the 13F portfolio, value $9,494,324.

    13F-HR 0001331997-25-000001 filed by Westend Capital Management, 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 31,747 shares
    Change vs previous 13F not available

    2.95% of the 13F portfolio, value $8,609,796.

    13F-HR 0001331997-24-000006 filed by Westend Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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