Historical shareholding details of Baron Wealth Management, LLC holdings in American Express Co. (AXP)

Monthly changes of Baron Wealth Management, LLC shareholding in American Express Co. over the previous months

Month	Name	Total no. shares held	Percent Holding
Month	Name	Total no. shares held	Percent Holding
Jun 30, 2025	Baron Silver Stevens Financial Advisors, Llc	1,599	0.00%
Jun 30, 2025	Baron Wealth Management, Llc	774	0.00%

Mar 31, 2025	Baron Silver Stevens Financial Advisors, Llc	1,424	0.00%

Dec 31, 2024	Baron Silver Stevens Financial Advisors, Llc	1,374	0.00%
Dec 31, 2024	Baron Wealth Management, Llc	0	0.00%

Sep 30, 2024	Baron Silver Stevens Financial Advisors, Llc	1,174	0.00%
Sep 30, 2024	Baron Wealth Management, Llc	783	0.00%

Jun 30, 2024	Baron Silver Stevens Financial Advisors, Llc	1,174	0.00%

Mar 31, 2024	Baron Silver Stevens Financial Advisors, Llc	1,307	0.00%