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WOLFF WIESE MAGANA LLC: AXP position timeline

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

WOLFF WIESE MAGANA LLC held 1,068 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,068 shares
    Change vs previous 13F -8,925 shares

    0.17% of the 13F portfolio, value $361,201.

    13F-HR 0001832097-26-000003 filed by WOLFF WIESE MAGANA 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 9,993 shares
    Change vs previous 13F +87 shares

    1.67% of the 13F portfolio, value $3,022,659.

    13F-HR 0001832097-26-000002 filed by WOLFF WIESE MAGANA 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 9,906 shares
    Change vs previous 13F +130 shares

    2.01% of the 13F portfolio, value $3,664,593.

    13F-HR 0001832097-26-000001 filed by WOLFF WIESE MAGANA 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 9,776 shares
    Change vs previous 13F -70 shares

    1.84% of the 13F portfolio, value $3,247,348.

    13F-HR 0001832097-25-000010 filed by WOLFF WIESE MAGANA 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 9,846 shares
    Change vs previous 13F -208 shares

    1.94% of the 13F portfolio, value $3,140,777.

    13F-HR 0001832097-25-000008 filed by WOLFF WIESE MAGANA 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 10,054 shares
    Change vs previous 13F +125 shares

    1.84% of the 13F portfolio, value $2,705,075.

    13F-HR 0001832097-25-000005 filed by WOLFF WIESE MAGANA 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 9,929 shares
    Change vs previous 13F +270 shares

    1.95% of the 13F portfolio, value $2,946,857.

    13F-HR 0001832097-25-000001 filed by WOLFF WIESE MAGANA 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 9,659 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $2,619,521.

    13F-HR 0001832097-24-000009 filed by WOLFF WIESE MAGANA LLC
    Filed (acceptance time not in the bulk data set), ingested

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