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Disclosery

Arax Advisory Partners: AXP position timeline

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

Arax Advisory Partners held 39,065 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,065 shares
    Change vs previous 13F +33,667 shares

    0.09% of the 13F portfolio, value $13,214,017.

    13F-HR 0001586767-26-000006 filed by Arax Advisory Partners
    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 5,398 shares
    Change vs previous 13F -1,677 shares

    0.05% of the 13F portfolio, value $1,633,652.

    13F-HR 0001586767-26-000003 filed by Arax Advisory Partners
    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 7,075 shares
    Change vs previous 13F -1,132 shares

    0.08% of the 13F portfolio, value $2,617,289.

    13F-HR 0001586767-26-000001 filed by Arax Advisory Partners
    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 8,207 shares
    Change vs previous 13F +6,033 shares

    0.04% of the 13F portfolio, value $2,726,306.

    13F-HR 0001586767-25-000010 filed by Arax Advisory Partners
    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 2,174 shares
    Change vs previous 13F -274 shares

    0.07% of the 13F portfolio, value $1,479,414.

    13F-HR 0001586767-25-000008 filed by Arax Advisory Partners
    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 2,448 shares
    Change vs previous 13F -404 shares

    0.04% of the 13F portfolio, value $658,604.

    13F-HR 0001586767-25-000007 filed by Arax Advisory Partners
    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 2,852 shares
    Change vs previous 13F +847 shares

    0.05% of the 13F portfolio, value $846,418.

    13F-HR 0001586767-25-000001 filed by Arax Advisory Partners
    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 2,005 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $543,712.

    13F-HR 0001586767-24-000006 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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