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Livermore
Livermore
ZHEN

Aurora Private Wealth, Inc.

SEC CIK
0001802132
Latest filing
Jul 21, 2026

AXP holding history

American Express Co in every 13F filed by Aurora Private Wealth, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AXP overviewAll 13F holders of AXPFull Q2 2026 holdings

Shares (Q2 2026)
1,196
Value
$404.0K
% of portfolio
0.3%
Quarters held
21
Since Q1 2021
Holdings of AXP by Aurora Private Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,196$404.0K0.3%+151+14.4%AddedHolders
Q1 20261,045$387.0K0.3%−103−9.0%ReducedHolders
Q4 20251,148$425.0K0.3%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 20256,724$2.15M1.6%+182+2.8%AddedHolders
Q1 20256,542$1.76M1.4%−171−2.5%ReducedHolders
Q4 20246,713$1.99M1.5%+269+4.2%AddedHolders
Q3 20246,444$1.75M1.4%+103+1.6%AddedHolders
Q2 20246,341$1.47M1.3%−21−0.3%ReducedHolders
Q1 20246,362$1.45M1.3%00.0%UnchangedHolders
Q4 20236,362$1.19M1.1%00.0%UnchangedHolders
Q3 20236,362$949.0K1.1%00.0%UnchangedHolders
Q2 20236,362$1.11M1.3%−297−4.5%ReducedHolders
Q1 20236,659$1.10M1.2%00.0%UnchangedHolders
Q4 20226,659$984.0K1.1%00.0%UnchangedHolders
Q3 20226,659$898.0K0.4%−125−1.8%ReducedHolders
Q2 20226,784$940.0K0.4%+125+1.9%AddedHolders
Q1 20226,659$1.25M0.5%00.0%UnchangedHolders
Q4 20216,659$1.09M0.5%−93−1.4%ReducedHolders
Q3 20216,752$1.13M0.5%+390+6.1%AddedHolders
Q2 20216,362$1.05M0.4%+210+3.4%AddedHolders
Q1 20216,152$870.0K0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.