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Astoria Portfolio Advisors LLC.: AXP position timeline

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

Astoria Portfolio Advisors LLC. held 1,153 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,153 shares
    Change vs previous 13F -4 shares

    0.07% of the 13F portfolio, value $389,980.

    13F-HR 0001931642-26-000005 filed by Astoria Portfolio Advisors 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 1,157 shares
    Change vs previous 13F -94 shares

    0.08% of the 13F portfolio, value $368,997.

    13F-HR 0001931642-26-000004 filed by Astoria Portfolio Advisors 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 1,251 shares
    Change vs previous 13F -895 shares

    0.09% of the 13F portfolio, value $401,760.

    13F-HR 0001931642-26-000001 filed by Astoria Portfolio Advisors 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 2,146 shares
    Change vs previous 13F -16 shares

    0.18% of the 13F portfolio, value $695,001.

    13F-HR 0001931642-25-000008 filed by Astoria Portfolio Advisors 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 2,162 shares
    Change vs previous 13F +58 shares

    0.19% of the 13F portfolio, value $666,504.

    13F-HR 0001931642-25-000007 filed by Astoria Portfolio Advisors 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 2,104 shares
    Change vs previous 13F +28 shares

    0.19% of the 13F portfolio, value $547,382.

    13F-HR 0001931642-25-000005 filed by Astoria Portfolio Advisors 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 2,076 shares
    Change vs previous 13F +58 shares

    0.22% of the 13F portfolio, value $623,584.

    13F-HR 0001931642-25-000001 filed by Astoria Portfolio Advisors 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 2,018 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $557,289.

    13F-HR 0001931642-24-000005 filed by Astoria Portfolio Advisors LLC.
    Filed (acceptance time not in the bulk data set), ingested

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