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Disclosery

Crewe Advisors LLC: AXP position timeline

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

Crewe Advisors LLC held 5,708 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,708 shares
    Change vs previous 13F +45 shares

    0.14% of the 13F portfolio, value $1,930,720.

    13F-HR 0001730033-26-000003 filed by Crewe 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 5,663 shares
    Change vs previous 13F +31 shares

    0.15% of the 13F portfolio, value $1,712,904.

    13F-HR 0001730033-26-000002 filed by Crewe 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 5,632 shares
    Change vs previous 13F -2 shares

    0.18% of the 13F portfolio, value $2,083,579.

    13F-HR 0001730033-26-000001 filed by Crewe 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 5,634 shares
    Change vs previous 13F +170 shares

    0.18% of the 13F portfolio, value $1,871,467.

    13F-HR 0001730033-25-000006 filed by Crewe 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 5,464 shares
    Change vs previous 13F +7 shares

    0.25% of the 13F portfolio, value $1,742,980.

    13F-HR 0001730033-25-000004 filed by Crewe 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 5,457 shares
    Change vs previous 13F -66 shares

    0.21% of the 13F portfolio, value $1,468,256.

    13F-HR 0001730033-25-000002 filed by Crewe 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 5,523 shares
    Change vs previous 13F -5 shares

    0.23% of the 13F portfolio, value $1,639,284.

    13F-HR 0001730033-25-000001 filed by Crewe 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 5,528 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,499,060.

    13F-HR 0001730033-24-000005 filed by Crewe Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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