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Independent Advisor Alliance: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independent Advisor Alliance on AXP, newest first. How the timeline and the estimate are built.

Independent Advisor Alliance held 28,435 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,435 shares
    Change vs previous 13F -132 shares

    0.23% of the 13F portfolio, value $9,618,338.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 28,567 shares
    Change vs previous 13F -1,213 shares

    0.09% of the 13F portfolio, value $8,640,984.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 29,780 shares
    Change vs previous 13F +1,138 shares

    0.27% of the 13F portfolio, value $11,016,980.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 28,642 shares
    Change vs previous 13F -6,361 shares

    0.25% of the 13F portfolio, value $9,513,883.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 35,003 shares
    Change vs previous 13F -5,169 shares

    0.32% of the 13F portfolio, value $11,165,475.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 40,172 shares
    Change vs previous 13F -151 shares

    0.36% of the 13F portfolio, value $10,808,201.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 40,323 shares
    Change vs previous 13F +2,003 shares

    0.16% of the 13F portfolio, value $11,967,569.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 38,320 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $10,392,434.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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