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Atlanta Consulting Group Advisors, LLC: AXP position timeline

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

Atlanta Consulting Group Advisors, LLC held 8,410 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,410 shares
    Change vs previous 13F +4,831 shares

    0.45% of the 13F portfolio, value $2,844,836.

    13F-HR 0001420506-26-001758 filed by Atlanta Consulting Group 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 3,579 shares
    Change vs previous 13F -11 shares

    0.23% of the 13F portfolio, value $1,082,714.

    13F-HR 0001420506-26-001096 filed by Atlanta Consulting Group 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 3,590 shares
    Change vs previous 13F +233 shares

    0.3% of the 13F portfolio, value $1,328,289.

    13F-HR 0001420506-26-000296 filed by Atlanta Consulting Group 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 3,357 shares
    Change vs previous 13F +39 shares

    0.27% of the 13F portfolio, value $1,115,212.

    13F-HR 0001420506-25-003012 filed by Atlanta Consulting Group 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 3,318 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $1,058,521.

    13F-HR 0001420506-25-001779 filed by Atlanta Consulting Group 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 3,318 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $892,830.

    13F-HR 0001420506-25-001248 filed by Atlanta Consulting Group 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/A 3,318 shares
    Change vs previous 13F -28 shares

    0.36% of the 13F portfolio, value $984,884.

    13F-HR/A 0001420506-25-001324 filed by Atlanta Consulting Group 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 3,346 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $907,559.

    13F-HR 0001420506-24-002239 filed by Atlanta Consulting Group Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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