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FLAGSHIP HARBOR ADVISORS, LLC: AXP position timeline

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

FLAGSHIP HARBOR ADVISORS, LLC held 6,198 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 6,198 shares
    Change vs previous 13F -604 shares

    0.08% of the 13F portfolio, value $2,096,380.

    13F-HR 0001691766-26-000006 filed by FLAGSHIP HARBOR ADVISORS, 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 6,802 shares
    Change vs previous 13F -488 shares

    0.09% of the 13F portfolio, value $2,057,381.

    13F-HR 0001691766-26-000004 filed by FLAGSHIP HARBOR ADVISORS, 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 7,290 shares
    Change vs previous 13F -919 shares

    0.13% of the 13F portfolio, value $2,697,213.

    13F-HR 0001691766-26-000003 filed by FLAGSHIP HARBOR ADVISORS, 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 8,209 shares
    Change vs previous 13F -383 shares

    0.12% of the 13F portfolio, value $2,726,669.

    13F-HR 0001691766-25-000007 filed by FLAGSHIP HARBOR ADVISORS, 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 8,592 shares
    Change vs previous 13F +2,051 shares

    0.13% of the 13F portfolio, value $2,740,635.

    13F-HR 0001691766-25-000006 filed by FLAGSHIP HARBOR ADVISORS, 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 6,541 shares
    Change vs previous 13F -84 shares

    0.09% of the 13F portfolio, value $1,759,751.

    13F-HR 0001691766-25-000002 filed by FLAGSHIP HARBOR ADVISORS, 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 6,625 shares
    Change vs previous 13F +712 shares

    0.1% of the 13F portfolio, value $1,966,372.

    13F-HR 0001691766-25-000001 filed by FLAGSHIP HARBOR ADVISORS, 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 5,913 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,603,608.

    13F-HR 0001691766-24-000003 filed by FLAGSHIP HARBOR ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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