CFS Investment Advisory Services, LLC: AXP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CFS Investment Advisory Services, LLC on AXP, newest first. How the timeline and the estimate are built.
CFS Investment Advisory Services, LLC held 1,005 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 1,005 sharesChange vs previous 13F +14 shares
0.02% of the 13F portfolio, value $353,720.
13F-HR 0001845688-26-000003 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 991 sharesChange vs previous 13F +8 shares
0.02% of the 13F portfolio, value $328,705.
13F-HR 0001845688-26-000002 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 983 sharesChange vs previous 13F -78 shares
0.03% of the 13F portfolio, value $363,661.
13F-HR 0001845688-26-000001 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,061 sharesChange vs previous 13F +221 shares
0.03% of the 13F portfolio, value $379,371.
13F-HR 0001845688-25-000006 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 840 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $268,000.
13F-HR 0001845688-25-000004 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).