Skip to content
Disclosery

WMG Financial Advisors, LLC: AXP position timeline

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

WMG Financial Advisors, LLC held 0 AXP shares at 2025-12-31 per its 13F-HR filed 2026-01-28.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,324 shares

    13F-HR 0002085853-26-000115 filed by WMG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 2,324 shares
    Change vs previous 13F -25 shares

    0.26% of the 13F portfolio, value $771,940.

    13F-HR 0002085853-25-000146 filed by WMG Financial 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 ended2025-06-30
    13F 2,349 shares
    Change vs previous 13F -4 shares

    0.28% of the 13F portfolio, value $749,284.

    13F-HR 0001667731-25-000945 filed by WMG Financial 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 ended2025-03-31
    13F 2,353 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $633,075.

    13F-HR 0001667731-25-000597 filed by WMG Financial 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 ended2024-12-31
    13F 2,353 shares
    Change vs previous 13F -17 shares

    0.3% of the 13F portfolio, value $698,346.

    13F-HR 0001667731-25-000213 filed by WMG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 2,370 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $642,744.

    13F-HR 0001906711-24-000004 filed by WMG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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