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DOLIVER ADVISORS, LP: AXP position timeline

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

DOLIVER ADVISORS, LP held 5,104 AXP shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,104 shares
    Change vs previous 13F -110 shares

    0.34% of the 13F portfolio, value $1,552,126.

    13F-HR 0000938077-26-000009 filed by DOLIVER ADVISORS, LP
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,214 shares
    Change vs previous 13F -117 shares

    0.4% of the 13F portfolio, value $1,763,636.

    13F-HR 0000938077-26-000007 filed by DOLIVER ADVISORS, LP
    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 5,331 shares
    Change vs previous 13F +2 shares

    0.37% of the 13F portfolio, value $1,612,521.

    13F-HR 0000938077-26-000004 filed by DOLIVER ADVISORS, LP
    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 5,329 shares
    Change vs previous 13F +796 shares

    0.49% of the 13F portfolio, value $1,971,464.

    13F-HR 0000938077-26-000001 filed by DOLIVER ADVISORS, LP
    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 4,533 shares
    Change vs previous 13F -33 shares

    0.39% of the 13F portfolio, value $1,505,681.

    13F-HR 0000938077-25-000007 filed by DOLIVER ADVISORS, LP
    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 4,566 shares
    Change vs previous 13F +265 shares

    0.4% of the 13F portfolio, value $1,456,463.

    13F-HR 0000938077-25-000004 filed by DOLIVER ADVISORS, LP
    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 4,301 shares
    Change vs previous 13F +668 shares

    0.33% of the 13F portfolio, value $1,157,184.

    13F-HR 0000938077-25-000003 filed by DOLIVER ADVISORS, LP
    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 3,633 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,078,238.

    13F-HR 0000938077-25-000002 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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