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ANGELES WEALTH MANAGEMENT, LLC: AXP position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 6,177 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,177 shares
    Change vs previous 13F +2,295 shares

    0.1% of the 13F portfolio, value $2,089,370.

    13F-HR 0001398344-26-012905 filed by ANGELES WEALTH MANAGEMENT, 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 3,882 shares
    Change vs previous 13F +276 shares

    0.06% of the 13F portfolio, value $1,174,227.

    13F-HR 0001398344-26-008459 filed by ANGELES WEALTH MANAGEMENT, 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 3,606 shares
    Change vs previous 13F +651 shares

    0.07% of the 13F portfolio, value $1,334,040.

    13F-HR 0001398344-26-003295 filed by ANGELES WEALTH MANAGEMENT, 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 2,955 shares
    Change vs previous 13F +48 shares

    0.06% of the 13F portfolio, value $981,533.

    13F-HR 0001398344-25-020722 filed by ANGELES WEALTH MANAGEMENT, 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 2,907 shares
    Change vs previous 13F +634 shares

    0.06% of the 13F portfolio, value $927,275.

    13F-HR 0001398344-25-013971 filed by ANGELES WEALTH MANAGEMENT, 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 2,273 shares
    Change vs previous 13F -617 shares

    0.05% of the 13F portfolio, value $611,551.

    13F-HR 0001398344-25-008850 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 0 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 2,273 shares

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

  7. period ended2024-12-31
    13F 2,890 shares
    Change vs previous 13F +96 shares

    0.03% of the 13F portfolio, value $857,724.

    13F-HR 0001398344-25-001300 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 850 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 2,040 shares

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

  8. period ended2024-09-30
    13F 2,794 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $757,733.

    13F-HR 0001398344-24-019597 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 859 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 1,935 shares

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