Skip to content
Disclosery

Adero Partners, LLC: AXP position timeline

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

Adero Partners, LLC held 8,780 AXP shares at 2025-03-31 per its 13F-HR filed 2025-04-17.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 8,780 shares
    Change vs previous 13F +63 shares

    0.15% of the 13F portfolio, value $2,362,259.

    13F-HR 0001765380-25-000145 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 8,717 shares
    Change vs previous 13F +3,773 shares

    0.17% of the 13F portfolio, value $2,587,118.

    13F-HR 0001765380-25-000013 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 4,944 shares
    Change vs previous 13F +74 shares

    0.09% of the 13F portfolio, value $1,340,813.

    13F-HR 0001765380-24-000403 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 4,870 shares
    Change vs previous 13F +645 shares

    0.08% of the 13F portfolio, value $1,127,649.

    13F-HR 0001765380-24-000244 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 4,225 shares
    Change vs previous 13F +6 shares

    0.07% of the 13F portfolio, value $961,990.

    13F-HR 0001765380-24-000170 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 4,219 shares
    Change vs previous 13F -110 shares

    0.07% of the 13F portfolio, value $790,387.

    13F-HR 0001765380-24-000070 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 4,329 shares
    Change vs previous 13F +192 shares

    0.06% of the 13F portfolio, value $645,844.

    13F-HR 0001765380-23-000249 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 4,137 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $720,665.

    13F-HR 0001765380-23-000127 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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