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BRIAN LOW FINANCIAL GROUP, LLC: AXP position timeline

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

BRIAN LOW FINANCIAL GROUP, LLC held 5,637 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 5,637 shares
    Change vs previous 13F +817 shares

    1.11% of the 13F portfolio, value $1,906,715.

    13F-HR 0002079080-26-000003 filed by BRIAN LOW FINANCIAL GROUP, 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 4,820 shares
    Change vs previous 13F +2,011 shares

    0.99% of the 13F portfolio, value $1,457,954.

    13F-HR 0002079080-26-000002 filed by BRIAN LOW FINANCIAL GROUP, 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 2,809 shares
    Change vs previous 13F +213 shares

    0.74% of the 13F portfolio, value $1,039,190.

    13F-HR 0002079080-26-000001 filed by BRIAN LOW FINANCIAL GROUP, 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 2,596 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $862,287.

    13F-HR 0002079080-25-000002 filed by BRIAN LOW FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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