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Ascentis Wealth Management, LLC: AXP position timeline

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

Ascentis Wealth Management, LLC held 2,634 AXP shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 2,634 shares
    Change vs previous 13F -10,938 shares

    0.13% of the 13F portfolio, value $891,033.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 332 shares
    • Ascentis Wealth Management, LLC: 2,302 shares

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

  2. period ended2026-03-31
    13F 13,572 shares
    Change vs previous 13F +7,970 shares

    0.22% of the 13F portfolio, value $4,105,369.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 11,349 shares
    • Ascentis Wealth Management, LLC: 2,223 shares

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

  3. period ended2025-12-31
    13F 5,602 shares
    Change vs previous 13F +1,017 shares

    0.2% of the 13F portfolio, value $2,072,414.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,392 shares
    • Ascentis Wealth Management, LLC: 2,210 shares

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

  4. period ended2025-09-30
    13F 4,585 shares
    Change vs previous 13F +2,370 shares

    0.14% of the 13F portfolio, value $1,523,328.

    13F-HR 0002032602-25-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,121 shares
    • Ascentis Wealth Management, LLC: 2,464 shares

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

  5. period ended2025-06-30
    13F 2,215 shares
    Change vs previous 13F +74 shares

    0.07% of the 13F portfolio, value $710,553.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 1,163 shares
    • Ascentis Wealth Management, LLC: 1,052 shares

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

  6. period ended2025-03-31
    13F 2,141 shares
    Change vs previous 13F +212 shares

    0.07% of the 13F portfolio, value $577,770.

    13F-HR 0002032602-25-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 1,063 shares
    • Ascentis Wealth Management, LLC: 1,078 shares

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

  7. period ended2024-12-31
    13F 1,929 shares
    Change vs previous 13F -469 shares

    0.07% of the 13F portfolio, value $572,486.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 1,076 shares
    • Ascentis Wealth Management, LLC: 853 shares

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

  8. period ended2024-09-30
    13F/A 2,398 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $650,265.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 1,489 shares
    • Ascentis Wealth Management, LLC: 909 shares

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