Advisory Alpha, LLC: AXP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Alpha, LLC on AXP, newest first. How the timeline and the estimate are built.
Advisory Alpha, LLC held 4,729 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 4,729 sharesChange vs previous 13F +812 shares
0.04% of the 13F portfolio, value $1,599,998.
13F-HR 0001576762-26-000005 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,917 sharesChange vs previous 13F +208 shares
0.03% of the 13F portfolio, value $1,185,186.
13F-HR 0001576762-26-000004 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,709 sharesChange vs previous 13F +476 shares
0.04% of the 13F portfolio, value $1,372,537.
13F-HR 0001576762-26-000001 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,233 sharesChange vs previous 13F +956 shares
0.03% of the 13F portfolio, value $1,068,746.
13F-HR 0001576762-25-000004 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,277 sharesChange vs previous 13F +417 shares
0.02% of the 13F portfolio, value $726,385.
13F-HR 0001085146-25-004426 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 1,860 sharesChange vs previous 13F +253 shares
0.02% of the 13F portfolio, value $500,532.
13F-HR/A 0001085146-25-003385 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,607 sharesChange vs previous 13F +543 shares
0.02% of the 13F portfolio, value $476,985.
13F-HR 0001085146-25-000310 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,064 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $288,715.
13F-HR 0001085146-24-005493 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).