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Disclosery

Gladstone Institutional Advisory LLC: AXP position timeline

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

Gladstone Institutional Advisory LLC held 20,596 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,596 shares
    Change vs previous 13F +373 shares

    0.22% of the 13F portfolio, value $6,966,448.

    13F-HR 0001172661-26-002822 filed by Gladstone Institutional Advisory 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 20,223 shares
    Change vs previous 13F -3,201 shares

    0.23% of the 13F portfolio, value $6,117,353.

    13F-HR 0001172661-26-001910 filed by Gladstone Institutional Advisory 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 23,424 shares
    Change vs previous 13F +3,994 shares

    0.33% of the 13F portfolio, value $8,665,933.

    13F-HR 0001172661-26-000926 filed by Gladstone Institutional Advisory 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 19,430 shares
    Change vs previous 13F +5,582 shares

    0.25% of the 13F portfolio, value $6,453,777.

    13F-HR 0001172661-25-004377 filed by Gladstone Institutional Advisory 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 13,848 shares
    Change vs previous 13F +3,020 shares

    0.18% of the 13F portfolio, value $4,417,087.

    13F-HR 0001172661-25-003042 filed by Gladstone Institutional Advisory 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 10,828 shares
    Change vs previous 13F -5,536 shares

    0.14% of the 13F portfolio, value $2,913,250.

    13F-HR 0001172661-25-002064 filed by Gladstone Institutional Advisory 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 16,364 shares
    Change vs previous 13F +5,111 shares

    0.23% of the 13F portfolio, value $4,856,772.

    13F-HR 0001172661-25-000406 filed by Gladstone Institutional Advisory 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 11,253 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,051,940.

    13F-HR 0001172661-24-004379 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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