Capstone Financial Advisors, Inc.: AXP position timeline

Capstone Financial Advisors, Inc. held 1,821 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 1,821 shares

   Change vs previous 13F -11 shares

   0.03% of the 13F portfolio, value $615,928.

   13F-HR 0001599217-26-000007 filed by Capstone Financial Advisors, Inc.
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,832 shares

   Change vs previous 13F -95 shares

   0.03% of the 13F portfolio, value $554,192.

   13F-HR 0001599217-26-000005 filed by Capstone Financial Advisors, Inc.
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,927 shares

   Change vs previous 13F -12 shares

   0.04% of the 13F portfolio, value $712,753.

   13F-HR 0001599217-26-000002 filed by Capstone Financial Advisors, Inc.
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,939 shares

   Change vs previous 13F +1,114 shares

   0.03% of the 13F portfolio, value $644,077.

   13F-HR 0001599217-25-000007 filed by Capstone Financial Advisors, Inc.
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 825 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $263,176.

   13F-HR 0001599217-25-000005 filed by Capstone Financial Advisors, Inc.
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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