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Disclosery

Elevated Financial Group LLC: AXP position timeline

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

Elevated Financial Group LLC held 2,504 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,504 shares
    Change vs previous 13F -650 shares

    0.24% of the 13F portfolio, value $847,104.

    13F-HR 0002063915-26-000005 filed by Elevated Financial Group 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 3,154 shares
    Change vs previous 13F -75 shares

    0.32% of the 13F portfolio, value $954,133.

    13F-HR 0002063915-26-000004 filed by Elevated Financial Group 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 3,229 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,194,703.

    13F-HR 0002063915-26-000002 filed by Elevated Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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