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Livermore
Livermore
ZHEN

Twelve Points Wealth Management LLC

SEC CIK
0001877090
Latest filing
Aug 7, 2026

AXP holding history

American Express Co in every 13F filed by Twelve Points Wealth Management LLC, 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)
4,597
Value
$1.55M
% of portfolio
0.3%
Quarters held
19
Since Q4 2021
Holdings of AXP by Twelve Points Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,597$1.55M0.3%00.0%UnchangedHolders
Q1 20264,597$1.39M0.3%00.0%UnchangedHolders
Q4 20254,597$1.73M0.4%00.0%UnchangedHolders
Q3 20254,597$1.53M0.4%00.0%UnchangedHolders
Q2 20254,597$1.47M0.4%+15+0.3%AddedHolders
Q1 20254,582$1.23M0.3%+11+0.2%AddedHolders
Q4 20244,571$1.36M0.4%−20−0.4%ReducedHolders
Q3 20244,591$1.25M0.4%+27+0.6%AddedHolders
Q2 20244,564$1.06M0.4%+26+0.6%AddedHolders
Q1 20244,538$1.03M0.4%−30−0.7%ReducedHolders
Q4 20234,568$855.8K0.4%−230−4.8%ReducedHolders
Q3 20234,798$715.8K0.4%+915+23.6%AddedHolders
Q2 20233,883$676.4K0.4%−490−11.2%ReducedHolders
Q1 20234,373$721.3K0.4%+170+4.0%AddedHolders
Q4 20224,203$621.0K0.4%00.0%UnchangedHolders
Q3 20224,203$567.0K0.4%00.0%UnchangedHolders
Q2 20224,203$583.0K0.4%00.0%UnchangedHolders
Q1 20224,203$786.0K0.6%+30+0.7%AddedHolders
Q4 20214,173$683.0K0.6%–No prior filingHolders