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Disclosery

Whelan Financial: AXP position timeline

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

Whelan Financial held 4,728 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,728 shares
    Change vs previous 13F +277 shares

    0.44% of the 13F portfolio, value $1,599,135.

    13F-HR 0001894921-26-000004 filed by Whelan Financial
    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 4,451 shares
    Change vs previous 13F +393 shares

    0.42% of the 13F portfolio, value $1,346,326.

    13F-HR 0001894921-26-000002 filed by Whelan Financial
    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 4,058 shares
    Change vs previous 13F +322 shares

    0.47% of the 13F portfolio, value $1,501,358.

    13F-HR 0001894921-26-000001 filed by Whelan Financial
    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 3,736 shares
    Change vs previous 13F -269 shares

    0.39% of the 13F portfolio, value $1,240,953.

    13F-HR 0001894921-25-000006 filed by Whelan Financial
    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 4,005 shares
    Change vs previous 13F +1,190 shares

    0.46% of the 13F portfolio, value $1,277,396.

    13F-HR 0001894921-25-000003 filed by Whelan Financial
    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 2,815 shares
    Change vs previous 13F +1,873 shares

    0.29% of the 13F portfolio, value $757,437.

    13F-HR 0001894921-25-000002 filed by Whelan Financial
    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 942 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $279,554.

    13F-HR 0001894921-25-000001 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

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