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Disclosery

INVESTED ADVISORS: AXP position timeline

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

INVESTED ADVISORS held 1,365 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,365 shares
    Change vs previous 13F -99 shares

    0.41% of the 13F portfolio, value $461,711.

    13F-HR 0002090165-26-000003 filed by INVESTED ADVISORS
    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 1,464 shares
    Change vs previous 13F +10 shares

    0.45% of the 13F portfolio, value $442,831.

    13F-HR 0002090165-26-000002 filed by INVESTED ADVISORS
    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 1,454 shares
    Change vs previous 13F -245 shares

    0.56% of the 13F portfolio, value $537,907.

    13F-HR 0002090165-26-000001 filed by INVESTED ADVISORS
    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 1,699 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $514,542.

    13F-HR 0002090165-25-000001 filed by INVESTED ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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