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CoreCap Advisors, LLC: AXP position timeline

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

CoreCap Advisors, LLC held 8,764 AXP shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,764 shares
    Change vs previous 13F -670 shares

    0.08% of the 13F portfolio, value $2,665,317.

    13F-HR 0001902501-26-000006 filed by CoreCap Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,434 shares
    Change vs previous 13F -5,997 shares

    0.09% of the 13F portfolio, value $3,191,134.

    13F-HR 0001902501-26-000003 filed by CoreCap 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 ended2026-03-31
    13F 15,431 shares
    Change vs previous 13F -100 shares

    0.16% of the 13F portfolio, value $4,667,828.

    13F-HR 0001902501-26-000002 filed by CoreCap 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 ended2025-12-31
    13F 15,531 shares
    Change vs previous 13F +849 shares

    0.2% of the 13F portfolio, value $5,745,525.

    13F-HR 0001902501-26-000001 filed by CoreCap 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 ended2025-09-30
    13F 14,682 shares
    Change vs previous 13F +1,876 shares

    0.18% of the 13F portfolio, value $4,876,845.

    13F-HR 0001902501-25-000005 filed by CoreCap 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 ended2025-06-30
    13F 12,806 shares
    Change vs previous 13F -93 shares

    0.16% of the 13F portfolio, value $4,084,893.

    13F-HR 0001902501-25-000004 filed by CoreCap 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 ended2025-03-31
    13F 12,899 shares
    Change vs previous 13F -3,469 shares

    0.15% of the 13F portfolio, value $3,470,365.

    13F-HR 0001984732-25-000005 filed by CoreCap 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 ended2024-12-31
    13F 16,368 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $4,857,897.

    13F-HR 0001984732-25-000003 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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