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Disclosery

HBK Sorce Advisory LLC: AXP position timeline

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

HBK Sorce Advisory LLC held 10,307 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,307 shares
    Change vs previous 13F -121 shares

    0.07% of the 13F portfolio, value $3,596,927.

    13F-HR 0001379995-26-000004 filed by HBK Sorce 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 10,428 shares
    Change vs previous 13F +307 shares

    0.07% of the 13F portfolio, value $3,295,636.

    13F-HR 0001379995-26-000003 filed by HBK Sorce 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 10,121 shares
    Change vs previous 13F -175 shares

    0.08% of the 13F portfolio, value $3,635,007.

    13F-HR 0001379995-26-000002 filed by HBK Sorce 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/A 10,296 shares
    Change vs previous 13F -80 shares

    0.09% of the 13F portfolio, value $3,404,539.

    13F-HR/A 0001379995-25-000010 filed by HBK Sorce 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 10,376 shares
    Change vs previous 13F +244 shares

    0.09% of the 13F portfolio, value $3,309,609.

    13F-HR 0001379995-25-000006 filed by HBK Sorce 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 10,132 shares
    Change vs previous 13F +474 shares

    0.08% of the 13F portfolio, value $2,726,074.

    13F-HR 0001379995-25-000004 filed by HBK Sorce 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 9,658 shares
    Change vs previous 13F +312 shares

    0.09% of the 13F portfolio, value $2,866,295.

    13F-HR 0001379995-25-000002 filed by HBK Sorce 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 9,346 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,534,618.

    13F-HR 0001379995-24-000007 filed by HBK Sorce Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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