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Disclosery

Clearstead Advisors, LLC: AXP position timeline

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

Clearstead Advisors, LLC held 44,009 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,009 shares
    Change vs previous 13F -1,579 shares

    0.14% of the 13F portfolio, value $14,885,957.

    13F-HR 0000842775-26-000004 filed by Clearstead 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 45,588 shares
    Change vs previous 13F -1,980 shares

    0.13% of the 13F portfolio, value $13,789,490.

    13F-HR 0000842775-26-000003 filed by Clearstead 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 47,568 shares
    Change vs previous 13F +150 shares

    0.22% of the 13F portfolio, value $17,597,880.

    13F-HR 0000842775-26-000001 filed by Clearstead 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 ended2025-09-30
    13F 47,418 shares
    Change vs previous 13F +352 shares

    0.23% of the 13F portfolio, value $15,750,409.

    13F-HR 0000842775-25-000007 filed by Clearstead 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 ended2025-06-30
    13F 47,066 shares
    Change vs previous 13F +299 shares

    0.21% of the 13F portfolio, value $15,013,163.

    13F-HR 0001708001-25-000003 filed by Clearstead 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 ended2025-03-31
    13F 46,767 shares
    Change vs previous 13F +3,873 shares

    0.2% of the 13F portfolio, value $12,582,672.

    13F-HR 0000842775-25-000005 filed by Clearstead 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 ended2024-12-31
    13F 42,894 shares
    Change vs previous 13F -4,041 shares

    0.19% of the 13F portfolio, value $12,730,667.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
    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 46,935 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $12,728,798.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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