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Disclosery

Fiduciary Alliance LLC: AXP position timeline

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

Fiduciary Alliance LLC held 10,676 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,676 shares
    Change vs previous 13F -124 shares

    0.24% of the 13F portfolio, value $3,611,060.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 10,800 shares
    Change vs previous 13F -2,474 shares

    0.21% of the 13F portfolio, value $3,553,968.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 13,274 shares
    Change vs previous 13F +111 shares

    0.32% of the 13F portfolio, value $4,910,848.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 13,163 shares
    Change vs previous 13F -351 shares

    0.29% of the 13F portfolio, value $4,372,339.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 13,514 shares
    Change vs previous 13F +138 shares

    0.32% of the 13F portfolio, value $4,310,712.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance 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 13,376 shares
    Change vs previous 13F -62 shares

    0.35% of the 13F portfolio, value $3,598,743.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance 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 13,438 shares
    Change vs previous 13F +2,303 shares

    0.4% of the 13F portfolio, value $3,988,117.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance 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 11,135 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,019,879.

    13F-HR 0001954805-24-000006 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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