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Disclosery

GM Advisory Group, LLC: AXP position timeline

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

GM Advisory Group, LLC held 81,433 AXP shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 81,433 shares
    Change vs previous 13F -155 shares

    0.95% of the 13F portfolio, value $24,631,714.

    13F-HR 0001598304-26-000002 filed by GM Advisory 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 ended2025-12-31
    13F 81,588 shares
    Change vs previous 13F +17,213 shares

    1.18% of the 13F portfolio, value $30,183,326.

    13F-HR 0001598304-26-000001 filed by GM Advisory 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 ended2025-09-30
    13F 64,375 shares
    Change vs previous 13F +2 shares

    0.91% of the 13F portfolio, value $21,382,849.

    13F-HR 0001598304-25-000003 filed by GM Advisory 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 ended2025-06-30
    13F 64,373 shares
    Change vs previous 13F +2,555 shares

    1.01% of the 13F portfolio, value $20,533,649.

    13F-HR 0001085146-25-004951 filed by GM Advisory 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 ended2025-03-31
    13F 61,818 shares
    Change vs previous 13F +65 shares

    0.9% of the 13F portfolio, value $16,632,228.

    13F-HR 0001085146-25-003078 filed by GM Advisory 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 ended2024-12-31
    13F 61,753 shares
    Change vs previous 13F -2,697 shares

    1.01% of the 13F portfolio, value $18,327,813.

    13F-HR 0001085146-25-000953 filed by GM Advisory 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 ended2024-09-30
    13F 64,450 shares
    Change vs previous 13F +10 shares

    1.05% of the 13F portfolio, value $17,478,840.

    13F-HR 0001085146-24-005500 filed by GM Advisory 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 ended2024-06-30
    13F 64,440 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $14,921,082.

    13F-HR 0001085146-24-003732 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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