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CENTRAL VALLEY ADVISORS, LLC: AXP position timeline

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

CENTRAL VALLEY ADVISORS, LLC held 699 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 699 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $236,436.

    13F-HR 0001085146-26-000523 filed by CENTRAL VALLEY 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 699 shares
    Change vs previous 13F +97 shares

    0.06% of the 13F portfolio, value $211,433.

    13F-HR 0001085146-26-000337 filed by CENTRAL VALLEY 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 602 shares
    Change vs previous 13F +602 shares

    0.07% of the 13F portfolio, value $222,711.

    13F-HR 0001085146-26-000068 filed by CENTRAL VALLEY 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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -967 shares

    13F-HR 0001085146-25-002092 filed by CENTRAL VALLEY ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-12-31
    13F 967 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $286,997.

    13F-HR 0001085146-25-000222 filed by CENTRAL VALLEY 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 ended2024-09-30
    13F 967 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $262,249.

    13F-HR 0001085146-24-004638 filed by CENTRAL VALLEY ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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