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Disclosery

Willow Financial LLC: AXP position timeline

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

Willow Financial LLC held 1,117 AXP shares at 2026-03-31 per its 13F-HR filed 2026-04-21.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 1,117 shares
    Change vs previous 13F -34 shares

    0.34% of the 13F portfolio, value $337,870.

    13F-HR 0001951757-26-000653 filed by Willow Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 1,151 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $425,812.

    13F-HR 0001951757-26-000666 filed by Willow Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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