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Disclosery

ADVISORY RESEARCH INC: AXP position timeline

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

ADVISORY RESEARCH INC held 3,987 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,987 shares
    Change vs previous 13F +14 shares

    0.13% of the 13F portfolio, value $1,348,603.

    13F-HR 0000902584-26-000007 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 3,973 shares
    Change vs previous 13F -194 shares

    0.15% of the 13F portfolio, value $1,201,753.

    13F-HR 0000902584-26-000003 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 4,167 shares
    Change vs previous 13F -904 shares

    0.19% of the 13F portfolio, value $1,541,582.

    13F-HR 0000902584-26-000002 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 5,071 shares
    Change vs previous 13F -230 shares

    0.22% of the 13F portfolio, value $1,684,383.

    13F-HR 0000902584-25-000004 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 5,301 shares
    Change vs previous 13F -88 shares

    0.26% of the 13F portfolio, value $1,690,913.

    13F-HR 0001085146-25-005021 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 5,389 shares
    Change vs previous 13F -239 shares

    0.26% of the 13F portfolio, value $1,449,910.

    13F-HR 0001085146-25-003120 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 5,628 shares
    Change vs previous 13F -849 shares

    0.28% of the 13F portfolio, value $1,670,334.

    13F-HR 0001085146-25-001329 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 6,477 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,756,562.

    13F-HR 0001085146-24-005704 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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