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Focus Partners Wealth: AXP position timeline

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

Focus Partners Wealth held 255,290 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 255,290 shares
    Change vs previous 13F -6,970 shares

    0.08% of the 13F portfolio, value $86,351,933.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 249,861 shares
    • Focus Partners Advisor Solutions, LLC: 5,429 shares

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

  2. period ended2026-03-31
    13F 262,260 shares
    Change vs previous 13F -101,121 shares

    0.08% of the 13F portfolio, value $79,605,710.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 256,862 shares
    • Focus Partners Advisor Solutions, LLC: 5,398 shares

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

  3. period ended2025-12-31
    13F 363,381 shares
    Change vs previous 13F +149,535 shares

    0.14% of the 13F portfolio, value $134,326,795.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 357,725 shares
    • Focus Partners Advisor Solutions, LLC: 5,656 shares

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

  4. period ended2025-09-30
    13F 213,846 shares
    Change vs previous 13F +13,499 shares

    0.1% of the 13F portfolio, value $71,015,468.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 209,480 shares
    • Focus Partners Advisor Solutions, LLC: 4,366 shares

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

  5. period ended2025-06-30
    13F 200,347 shares
    Change vs previous 13F +9,425 shares

    0.12% of the 13F portfolio, value $63,903,454.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 195,793 shares
    • Focus Partners Advisor Solutions, LLC: 4,554 shares

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

  6. period ended2025-03-31
    13F/A 190,922 shares
    Change vs previous 13F -15,168 shares

    0.11% of the 13F portfolio, value $51,367,999.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 182,334 shares
    • Focus Partners Advisor Solutions, LLC: 8,588 shares

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

  7. period ended2024-12-31
    13F/A 206,090 shares
    Change vs previous 13F +43,676 shares

    0.14% of the 13F portfolio, value $61,165,725.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 198,330 shares
    • Focus Partners Advisor Solutions, LLC: 7,760 shares

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

  8. period ended2024-09-30
    13F 162,414 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $44,021,314.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 155,862 shares
    • Focus Partners Advisor Solutions, LLC: 6,552 shares

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