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Capital Investment Advisors, LLC: AXP position timeline

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

Capital Investment Advisors, LLC held 174,409 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 174,409 shares
    Change vs previous 13F +2,981 shares

    0.78% of the 13F portfolio, value $58,993,824.

    13F-HR 0001062993-26-004077 filed by Capital Investment 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/A 171,428 shares
    Change vs previous 13F +18,614 shares

    0.76% of the 13F portfolio, value $51,853,407.

    13F-HR/A 0001062993-26-002034 filed by Capital Investment 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 152,814 shares
    Change vs previous 13F +3,205 shares

    0.86% of the 13F portfolio, value $56,533,611.

    13F-HR 0001062993-26-000231 filed by Capital Investment 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 149,609 shares
    Change vs previous 13F -10,200 shares

    0.82% of the 13F portfolio, value $49,694,256.

    13F-HR 0001062993-25-016276 filed by Capital Investment 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/A 159,809 shares
    Change vs previous 13F +54,551 shares

    0.91% of the 13F portfolio, value $50,975,841.

    13F-HR/A 0001062993-25-012960 filed by Capital Investment 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 105,258 shares
    Change vs previous 13F -4,607 shares

    0.55% of the 13F portfolio, value $28,319,587.

    13F-HR 0001062993-25-007411 filed by Capital Investment 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 109,865 shares
    Change vs previous 13F +3,224 shares

    0.66% of the 13F portfolio, value $32,606,863.

    13F-HR 0001062993-25-000712 filed by Capital Investment 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 106,641 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $28,921,038.

    13F-HR 0001062993-24-017756 filed by Capital Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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