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Disclosery

Fiduciary Group, LLC: AXP position timeline

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

Fiduciary Group, LLC held 20,930 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,930 shares
    Change vs previous 13F -482 shares

    0.56% of the 13F portfolio, value $7,079,573.

    13F-HR 0001645890-26-000003 filed by Fiduciary 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 21,412 shares
    Change vs previous 13F -55 shares

    0.55% of the 13F portfolio, value $6,476,702.

    13F-HR 0001645890-26-000002 filed by Fiduciary 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 21,467 shares
    Change vs previous 13F -56 shares

    0.67% of the 13F portfolio, value $7,941,717.

    13F-HR 0001645890-26-000001 filed by Fiduciary Group, 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 21,523 shares
    Change vs previous 13F +179 shares

    0.63% of the 13F portfolio, value $7,149,080.

    13F-HR 0001645890-25-000013 filed by Fiduciary Group, 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 21,344 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $6,808,309.

    13F-HR 0001645890-25-000004 filed by Fiduciary Group, 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 21,344 shares
    Change vs previous 13F -56 shares

    0.58% of the 13F portfolio, value $5,742,603.

    13F-HR 0001645890-25-000003 filed by Fiduciary Group, 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 21,400 shares
    Change vs previous 13F -56 shares

    0.64% of the 13F portfolio, value $6,351,306.

    13F-HR 0001645890-25-000001 filed by Fiduciary Group, 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 21,456 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $5,818,867.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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