ADVANCE CAPITAL I INC: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADVANCE CAPITAL I INC on AXP, newest first. How the timeline and the estimate are built.

ADVANCE CAPITAL I INC held 4,100 AXP shares at 2016-09-30 per its 13F-HR filed 2016-11-01.

the latest 13F is the newest step

period ended2016-09-30
13F 4,100 shares
Change vs previous 13F +4,100 shares
0.53% of the 13F portfolio, value $263,000.
13F-HR 0001515971-16-000610 filed by ADVANCE CAPITAL I INC
Filed 2016-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 19:11:14 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2016-06-30
13F 0 shares
Change vs previous 13F -6,600 shares
13F-HR 0001515971-16-000570 filed by ADVANCE CAPITAL I INC
Filed 2016-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 19:12:22 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2016-03-31
13F 6,600 shares
Change vs previous 13F +6,600 shares
0.42% of the 13F portfolio, value $405,000.
13F-HR 0001515971-16-000494 filed by ADVANCE CAPITAL I INC
Filed 2016-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 19:13:19 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2015-09-30
13F 0 shares
Change vs previous 13F -11,300 shares
13F-HR 0001515971-15-000375 filed by ADVANCE CAPITAL I INC
Filed 2015-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 19:14:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2015-06-30
13F 11,300 shares
Change vs previous 13F not available
0.58% of the 13F portfolio, value $878,000.
13F-HR 0001515971-15-000255 filed by ADVANCE CAPITAL I INC
Filed 2015-08-03 (acceptance time not in the bulk data set), ingested 2026-10-07 19:15:25 UTC
Acceptance time not in the bulk data set (spec §4.2).