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Innovative Advisory Group, LLC: AXP position timeline

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

Innovative Advisory Group, LLC held 723 AXP shares at 2026-06-30 per its 13F-HR filed 2026-09-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 723 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $244,524.

    13F-HR 0001754960-26-000803 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 723 shares
    Change vs previous 13F -59 shares

    0.19% of the 13F portfolio, value $218,666.

    13F-HR 0001754960-26-000804 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F 782 shares
    Change vs previous 13F +2 shares

    0.19% of the 13F portfolio, value $289,288.

    13F-HR 0001754960-26-000810 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  4. period ended2025-09-30
    13F 780 shares
    Change vs previous 13F +2 shares

    0.17% of the 13F portfolio, value $259,213.

    13F-HR 0001754960-26-000809 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F 778 shares
    Change vs previous 13F +82 shares

    0.21% of the 13F portfolio, value $248,312.

    13F-HR 0001754960-26-000808 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  6. period ended2025-03-31
    13F 696 shares
    Change vs previous 13F +1 shares

    0.18% of the 13F portfolio, value $187,379.

    13F-HR 0001754960-26-000807 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  7. period ended2024-12-31
    13F 695 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $206,240.

    13F-HR 0001754960-26-000806 filed by Innovative Advisory Group, LLC
    Accepted , ingested