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Westfuller Advisors, LLC: AXP position timeline

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

Westfuller Advisors, LLC held 3,069 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,069 shares
    Change vs previous 13F -39 shares

    0.38% of the 13F portfolio, value $1,037,962.

    13F-HR 0002000324-26-003250 filed by Westfuller 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 3,108 shares
    Change vs previous 13F +14 shares

    0.41% of the 13F portfolio, value $940,013.

    13F-HR 0002000324-26-001734 filed by Westfuller 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 3,094 shares
    Change vs previous 13F -94 shares

    0.46% of the 13F portfolio, value $1,144,639.

    13F-HR 0002000324-26-000134 filed by Westfuller 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 3,188 shares
    Change vs previous 13F +1,840 shares

    0.48% of the 13F portfolio, value $1,059,047.

    13F-HR 0002000324-25-004144 filed by Westfuller 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 1,348 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $430,022.

    13F-HR 0001085146-25-003762 filed by Westfuller Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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