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Bragg Financial Advisors, Inc: AXP position timeline

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

Bragg Financial Advisors, Inc held 90,144 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,144 shares
    Change vs previous 13F -185 shares

    0.82% of the 13F portfolio, value $30,491,060.

    13F-HR 0001062993-26-004202 filed by Bragg Financial Advisors, Inc
    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 90,329 shares
    Change vs previous 13F +649 shares

    0.86% of the 13F portfolio, value $27,322,583.

    13F-HR 0001062993-26-002690 filed by Bragg Financial Advisors, Inc
    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 89,680 shares
    Change vs previous 13F -1,038 shares

    1.08% of the 13F portfolio, value $33,177,298.

    13F-HR 0001062993-26-000899 filed by Bragg Financial Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 90,718 shares
    Change vs previous 13F -990 shares

    1% of the 13F portfolio, value $30,133,055.

    13F-HR 0001062993-25-016705 filed by Bragg Financial Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 91,708 shares
    Change vs previous 13F +804 shares

    1.05% of the 13F portfolio, value $29,253,175.

    13F-HR 0001062993-25-014449 filed by Bragg Financial Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 90,904 shares
    Change vs previous 13F -1,554 shares

    1.01% of the 13F portfolio, value $24,457,854.

    13F-HR 0001062993-25-009327 filed by Bragg Financial Advisors, Inc
    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 92,458 shares
    Change vs previous 13F -3,277 shares

    1.11% of the 13F portfolio, value $27,440,756.

    13F-HR 0001062993-25-002281 filed by Bragg Financial Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 95,735 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $25,963,466.

    13F-HR 0001062993-24-019085 filed by Bragg Financial Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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