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Beacon Pointe Advisors, LLC: AXP position timeline

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

Beacon Pointe Advisors, LLC held 90,500 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,500 shares
    Change vs previous 13F -489 shares

    0.14% of the 13F portfolio, value $30,610,478.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe 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 90,989 shares
    Change vs previous 13F +14,466 shares

    0.15% of the 13F portfolio, value $27,522,438.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe 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 76,523 shares
    Change vs previous 13F +4,970 shares

    0.2% of the 13F portfolio, value $28,309,505.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe 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 71,553 shares
    Change vs previous 13F -6,029 shares

    0.2% of the 13F portfolio, value $23,766,954.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe 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 77,582 shares
    Change vs previous 13F +1,363 shares

    0.26% of the 13F portfolio, value $24,747,195.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe 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 76,219 shares
    Change vs previous 13F -1,862 shares

    0.23% of the 13F portfolio, value $20,506,663.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe 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 78,081 shares
    Change vs previous 13F -5,474 shares

    0.26% of the 13F portfolio, value $23,173,601.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe 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 83,555 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $22,660,187.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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