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Disclosery

Ellenbecker Investment Group: AXP position timeline

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

Ellenbecker Investment Group held 749 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 749 shares
    Change vs previous 13F -28 shares

    0.03% of the 13F portfolio, value $253,632.

    13F-HR 0001731497-26-000005 filed by Ellenbecker Investment Group
    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 777 shares
    Change vs previous 13F +17 shares

    0.03% of the 13F portfolio, value $235,311.

    13F-HR 0001731497-26-000002 filed by Ellenbecker Investment Group
    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 760 shares
    Change vs previous 13F -125 shares

    0.04% of the 13F portfolio, value $281,174.

    13F-HR 0001731497-26-000001 filed by Ellenbecker Investment Group
    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 885 shares
    Change vs previous 13F +1 shares

    0.04% of the 13F portfolio, value $294,049.

    13F-HR 0001731497-25-000007 filed by Ellenbecker Investment Group
    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 884 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $282,179.

    13F-HR 0001731497-25-000004 filed by Ellenbecker Investment Group
    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 883 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $237,831.

    13F-HR 0001731497-25-000003 filed by Ellenbecker Investment Group
    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 883 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $262,202.

    13F-HR 0001731497-25-000001 filed by Ellenbecker Investment Group
    Filed (acceptance time not in the bulk data set), ingested

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