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Disclosery

Spire Wealth Management: AXP position timeline

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

Spire Wealth Management held 5,286 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,286 shares
    Change vs previous 13F -300 shares

    0.05% of the 13F portfolio, value $1,787,962.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    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 5,586 shares
    Change vs previous 13F -13,875 shares

    0.06% of the 13F portfolio, value $1,689,586.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    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 19,461 shares
    Change vs previous 13F +13,445 shares

    0.24% of the 13F portfolio, value $7,199,417.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    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 6,016 shares
    Change vs previous 13F -96 shares

    0.07% of the 13F portfolio, value $1,998,237.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    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 6,112 shares
    Change vs previous 13F -1,703 shares

    0.07% of the 13F portfolio, value $1,949,715.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    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 7,815 shares
    Change vs previous 13F +4,254 shares

    0.07% of the 13F portfolio, value $2,102,692.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    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 3,561 shares
    Change vs previous 13F +241 shares

    0.03% of the 13F portfolio, value $1,056,805.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    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 3,320 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $900,306.

    13F-HR 0001858740-24-000005 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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