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HARBOR INVESTMENT ADVISORY, LLC: AXP position timeline

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

HARBOR INVESTMENT ADVISORY, LLC held 2,354 AXP shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,354 shares
    Change vs previous 13F +36 shares

    0.05% of the 13F portfolio, value $715,708.

    13F-HR 0001468792-26-000011 filed by HARBOR INVESTMENT ADVISORY, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,318 shares
    Change vs previous 13F -1,985 shares

    0.05% of the 13F portfolio, value $784,100.

    13F-HR 0001468792-26-000006 filed by HARBOR INVESTMENT 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 ended2026-03-31
    13F 4,303 shares
    Change vs previous 13F -602 shares

    0.1% of the 13F portfolio, value $1,301,469.

    13F-HR 0001468792-26-000005 filed by HARBOR INVESTMENT 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 ended2025-12-31
    13F 4,905 shares
    Change vs previous 13F +106 shares

    0.14% of the 13F portfolio, value $1,814,520.

    13F-HR 0001468792-26-000001 filed by HARBOR INVESTMENT 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 ended2025-09-30
    13F 4,799 shares
    Change vs previous 13F -245 shares

    0.13% of the 13F portfolio, value $1,593,976.

    13F-HR 0001468792-25-000006 filed by HARBOR INVESTMENT 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 ended2025-06-30
    13F 5,044 shares
    Change vs previous 13F +10 shares

    0.14% of the 13F portfolio, value $1,608,858.

    13F-HR 0001468792-25-000005 filed by HARBOR INVESTMENT 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 ended2025-03-31
    13F 5,034 shares
    Change vs previous 13F -40 shares

    0.13% of the 13F portfolio, value $1,354,525.

    13F-HR 0001468792-25-000004 filed by HARBOR INVESTMENT 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 ended2024-12-31
    13F 5,074 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,505,956.

    13F-HR 0001468792-25-000001 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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