Skip to content
Disclosery

Cetera Advisors LLC: AXP position timeline

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

Cetera Advisors LLC held 0 AXP shares at 2024-03-31 per its 13F-HR/A filed 2024-05-24.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F/A 0 shares
    Change vs previous 13F -17,989 shares

    13F-HR/A 0001085146-24-002671 filed by Cetera 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.

  2. period ended2023-12-31
    13F 17,989 shares
    Change vs previous 13F +432 shares

    0.05% of the 13F portfolio, value $3,370,054.

    13F-HR 0001085146-24-001189 filed by Cetera 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 ended2023-09-30
    13F 17,557 shares
    Change vs previous 13F -184 shares

    0.04% of the 13F portfolio, value $2,619,327.

    13F-HR 0001085146-23-004412 filed by Cetera 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 ended2023-06-30
    13F 17,741 shares
    Change vs previous 13F -7,761 shares

    0.05% of the 13F portfolio, value $3,090,544.

    13F-HR 0001085146-23-003193 filed by Cetera 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 ended2023-03-31
    13F 25,502 shares
    Change vs previous 13F +7,962 shares

    0.07% of the 13F portfolio, value $4,206,583.

    13F-HR 0001085146-23-002331 filed by Cetera 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 ended2022-12-31
    13F 17,540 shares
    Change vs previous 13F -9,444 shares

    0.05% of the 13F portfolio, value $2,591,593.

    13F-HR 0001085146-23-001270 filed by Cetera 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 ended2022-09-30
    13F 26,984 shares
    Change vs previous 13F +14,574 shares

    13F-HR 0001085146-22-003933 filed by Cetera Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

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

  8. period ended2022-06-30
    13F 12,410 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,720,000.

    13F-HR 0001085146-22-002985 filed by Cetera Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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