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AlphaCore Capital LLC: AXP position timeline

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

AlphaCore Capital LLC held 7,050 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,050 shares
    Change vs previous 13F +961 shares

    0.04% of the 13F portfolio, value $2,384,531.

    13F-HR 0001398344-26-013677 filed by AlphaCore Capital LLC
    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 6,089 shares
    Change vs previous 13F +577 shares

    0.04% of the 13F portfolio, value $1,841,733.

    13F-HR 0001398344-26-009278 filed by AlphaCore Capital LLC
    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 5,512 shares
    Change vs previous 13F +2,747 shares

    0.05% of the 13F portfolio, value $2,039,222.

    13F-HR 0001398344-26-002286 filed by AlphaCore Capital LLC
    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 2,765 shares
    Change vs previous 13F +663 shares

    0.03% of the 13F portfolio, value $918,500.

    13F-HR 0001398344-25-020689 filed by AlphaCore Capital LLC
    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 2,102 shares
    Change vs previous 13F +925 shares

    0.03% of the 13F portfolio, value $670,446.

    13F-HR 0001398344-25-015018 filed by AlphaCore Capital LLC
    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 1,177 shares
    Change vs previous 13F +232 shares

    0.03% of the 13F portfolio, value $316,762.

    13F-HR 0001398344-25-009148 filed by AlphaCore Capital LLC
    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 945 shares
    Change vs previous 13F +156 shares

    0.06% of the 13F portfolio, value $280,467.

    13F-HR 0001398344-25-003188 filed by AlphaCore Capital LLC
    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 789 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $213,977.

    13F-HR 0001398344-24-020407 filed by AlphaCore Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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