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Capital Asset Advisory Services LLC: AXP position timeline

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

Capital Asset Advisory Services LLC held 1,872 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 1,872 shares
    Change vs previous 13F +587 shares

    0.02% of the 13F portfolio, value $633,169.

    13F-HR 0001941040-26-000611 filed by Capital Asset Advisory Services 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 1,285 shares
    Change vs previous 13F +71 shares

    0.02% of the 13F portfolio, value $423,806.

    13F-HR 0001941040-26-000267 filed by Capital Asset Advisory Services 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 1,214 shares
    Change vs previous 13F +28 shares

    0.02% of the 13F portfolio, value $465,474.

    13F-HR 0001941040-26-000010 filed by Capital Asset Advisory Services 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 1,186 shares
    Change vs previous 13F -5 shares

    0.02% of the 13F portfolio, value $393,965.

    13F-HR 0001941040-25-000533 filed by Capital Asset Advisory Services 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 1,191 shares
    Change vs previous 13F +32 shares

    0.02% of the 13F portfolio, value $384,198.

    13F-HR 0001941040-25-000332 filed by Capital Asset Advisory Services 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 1,159 shares
    Change vs previous 13F -257 shares

    0.02% of the 13F portfolio, value $319,106.

    13F-HR 0001941040-25-000196 filed by Capital Asset Advisory Services 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 1,416 shares
    Change vs previous 13F -17 shares

    0.02% of the 13F portfolio, value $429,297.

    13F-HR 0001398344-25-000896 filed by Capital Asset Advisory Services 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 1,433 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $385,658.

    13F-HR 0001398344-24-018961 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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