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INDEPENDENT FINANCIAL GROUP, LLC: AXP position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 15,139 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 15,139 shares
    Change vs previous 13F +2,635 shares

    0.08% of the 13F portfolio, value $4,603,780.

    13F-HR 0000275484-26-000032 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,504 shares
    Change vs previous 13F +1,864 shares

    0.08% of the 13F portfolio, value $4,229,603.

    13F-HR 0000275484-26-000028 filed by INDEPENDENT FINANCIAL 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 ended2026-03-31
    13F/A 10,640 shares
    Change vs previous 13F -946 shares

    0.07% of the 13F portfolio, value $3,218,289.

    13F-HR/A 0000275484-26-000006 filed by INDEPENDENT FINANCIAL 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 ended2025-12-31
    13F 11,586 shares
    Change vs previous 13F -572 shares

    0.1% of the 13F portfolio, value $4,286,290.

    13F-HR 0000275484-26-000003 filed by INDEPENDENT FINANCIAL 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 ended2025-09-30
    13F 12,158 shares
    Change vs previous 13F +337 shares

    0.1% of the 13F portfolio, value $4,038,268.

    13F-HR 0000275484-26-000004 filed by INDEPENDENT FINANCIAL 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 ended2025-06-30
    13F 11,821 shares
    Change vs previous 13F -2,546 shares

    0.1% of the 13F portfolio, value $3,770,647.

    13F-HR 0000275484-26-000005 filed by INDEPENDENT FINANCIAL 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 ended2025-03-31
    13F 14,367 shares
    Change vs previous 13F -275 shares

    0.13% of the 13F portfolio, value $3,865,549.

    13F-HR 0000275484-26-000007 filed by INDEPENDENT FINANCIAL 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 ended2024-12-31
    13F 14,642 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,345,526.

    13F-HR 0000275484-26-000012 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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