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Cetera Investment Advisers: AXP position timeline

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

Cetera Investment Advisers held 226,462 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 226,462 shares
    Change vs previous 13F +5,370 shares

    0.07% of the 13F portfolio, value $76,600,766.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 221,092 shares
    Change vs previous 13F +10,150 shares

    0.07% of the 13F portfolio, value $66,875,772.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 210,942 shares
    Change vs previous 13F +12,240 shares

    0.09% of the 13F portfolio, value $78,037,941.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 198,702 shares
    Change vs previous 13F +25,125 shares

    0.08% of the 13F portfolio, value $66,000,954.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 173,577 shares
    Change vs previous 13F +12,694 shares

    0.09% of the 13F portfolio, value $55,367,497.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 160,883 shares
    Change vs previous 13F +16,218 shares

    0.08% of the 13F portfolio, value $43,285,435.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 144,665 shares
    Change vs previous 13F +778 shares

    0.09% of the 13F portfolio, value $42,935,076.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 143,887 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $39,022,166.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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