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Citadel Investment Advisory, Inc.: AXP position timeline

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

Citadel Investment Advisory, Inc. held 5,832 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,832 shares
    Change vs previous 13F 0 shares

    0.9% of the 13F portfolio, value $1,973,000.

    13F-HR 0001811907-26-000003 filed by Citadel Investment Advisory, Inc.
    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 5,832 shares
    Change vs previous 13F -200 shares

    0.84% of the 13F portfolio, value $1,764,000.

    13F-HR 0001811907-26-000002 filed by Citadel Investment Advisory, Inc.
    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 6,032 shares
    Change vs previous 13F 0 shares

    0.96% of the 13F portfolio, value $2,232,000.

    13F-HR 0001811907-26-000001 filed by Citadel Investment Advisory, Inc.
    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 6,032 shares
    Change vs previous 13F 0 shares

    0.92% of the 13F portfolio, value $2,004,000.

    13F-HR 0001811907-25-000005 filed by Citadel Investment Advisory, Inc.
    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 6,032 shares
    Change vs previous 13F -677 shares

    0.93% of the 13F portfolio, value $1,924,000.

    13F-HR 0001811907-25-000003 filed by Citadel Investment Advisory, Inc.
    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 6,709 shares
    Change vs previous 13F -175 shares

    0.89% of the 13F portfolio, value $1,805,000.

    13F-HR 0001811907-25-000002 filed by Citadel Investment Advisory, Inc.
    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 6,884 shares
    Change vs previous 13F 0 shares

    1.06% of the 13F portfolio, value $2,043,000.

    13F-HR 0001811907-25-000001 filed by Citadel Investment Advisory, Inc.
    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 6,884 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $1,867,000.

    13F-HR 0001811907-24-000004 filed by Citadel Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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