Frederick Financial Consultants, LLC: AXP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Frederick Financial Consultants, LLC on AXP, newest first. How the timeline and the estimate are built.
Frederick Financial Consultants, LLC held 604 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 604 sharesChange vs previous 13F +604 shares
0.09% of the 13F portfolio, value $204,360.
13F-HR 0002055328-26-000003 filed by Frederick Financial Consultants, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 0 sharesChange vs previous 13F -713 shares
13F-HR 0002055328-26-000002 filed by Frederick Financial Consultants, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 713 sharesChange vs previous 13F -19 shares
0.14% of the 13F portfolio, value $263,888.
13F-HR 0002055328-26-000001 filed by Frederick Financial Consultants, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 732 sharesChange vs previous 13F +26 shares
0.14% of the 13F portfolio, value $243,304.
13F-HR 0002055328-25-000006 filed by Frederick Financial Consultants, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 706 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $225,330.
13F-HR 0002055328-25-000003 filed by Frederick Financial Consultants, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).