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BEACON INVESTMENT ADVISORY SERVICES, INC.: AXP position timeline

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

BEACON INVESTMENT ADVISORY SERVICES, INC. held 4,769 AXP shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,769 shares
    Change vs previous 13F -359 shares

    0.05% of the 13F portfolio, value $1,450,271.

    13F-HR 0001654599-26-000005 filed by BEACON INVESTMENT ADVISORY SERVICES, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,128 shares
    Change vs previous 13F -51 shares

    0.06% of the 13F portfolio, value $1,734,437.

    13F-HR 0001654599-26-000004 filed by BEACON INVESTMENT ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,179 shares
    Change vs previous 13F +128 shares

    0.07% of the 13F portfolio, value $1,566,446.

    13F-HR 0001654599-26-000003 filed by BEACON INVESTMENT ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F/A 5,051 shares
    Change vs previous 13F -8 shares

    0.08% of the 13F portfolio, value $1,868,498.

    13F-HR/A 0001654599-26-000002 filed by BEACON INVESTMENT ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,059 shares
    Change vs previous 13F +66 shares

    0.07% of the 13F portfolio, value $1,680,290.

    13F-HR 0001172661-25-004301 filed by BEACON INVESTMENT ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,993 shares
    Change vs previous 13F +94 shares

    0.07% of the 13F portfolio, value $1,592,564.

    13F-HR 0001172661-25-002601 filed by BEACON INVESTMENT ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,899 shares
    Change vs previous 13F +248 shares

    0.06% of the 13F portfolio, value $1,317,989.

    13F-HR 0001172661-25-001578 filed by BEACON INVESTMENT ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,651 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,380,371.

    13F-HR 0001172661-25-000266 filed by BEACON INVESTMENT ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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