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Fort Sheridan Advisors LLC: AXP position timeline

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

Fort Sheridan Advisors LLC held 22,391 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,391 shares
    Change vs previous 13F +1,157 shares

    0.82% of the 13F portfolio, value $7,573,756.

    13F-HR 0001104659-26-091027 filed by Fort Sheridan 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 21,234 shares
    Change vs previous 13F -50 shares

    0.78% of the 13F portfolio, value $6,422,860.

    13F-HR 0001104659-26-055984 filed by Fort Sheridan 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 21,284 shares
    Change vs previous 13F +800 shares

    1% of the 13F portfolio, value $7,874,016.

    13F-HR 0001104659-26-012398 filed by Fort Sheridan 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 20,484 shares
    Change vs previous 13F +38 shares

    0.89% of the 13F portfolio, value $6,803,965.

    13F-HR 0001104659-25-110889 filed by Fort Sheridan 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 20,446 shares
    Change vs previous 13F 0 shares

    0.93% of the 13F portfolio, value $6,521,865.

    13F-HR 0001104659-25-077427 filed by Fort Sheridan 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 20,446 shares
    Change vs previous 13F -411 shares

    0.84% of the 13F portfolio, value $5,500,996.

    13F-HR 0001104659-25-043174 filed by Fort Sheridan 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 20,857 shares
    Change vs previous 13F -300 shares

    0.9% of the 13F portfolio, value $6,190,149.

    13F-HR 0001104659-25-009445 filed by Fort Sheridan 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 21,157 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $5,737,778.

    13F-HR 0001104659-24-118525 filed by Fort Sheridan Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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