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Investment Research & Advisory Group, Inc.: AXP position timeline

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

Investment Research & Advisory Group, Inc. held 160 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 160 shares
    Change vs previous 13F +47 shares

    0.02% of the 13F portfolio, value $56,150.

    13F-HR 0001802136-26-000004 filed by Investment Research & Advisory Group, Inc.
    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 113 shares
    Change vs previous 13F -50 shares

    0.01% of the 13F portfolio, value $36,617.

    13F-HR 0001802136-26-000003 filed by Investment Research & Advisory Group, Inc.
    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 163 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $64,852.

    13F-HR 0001802136-26-000001 filed by Investment Research & Advisory Group, Inc.
    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 163 shares
    Change vs previous 13F -3 shares

    0.02% of the 13F portfolio, value $58,188.

    13F-HR 0001802136-25-000006 filed by Investment Research & Advisory Group, Inc.
    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 166 shares
    Change vs previous 13F +17 shares

    0.02% of the 13F portfolio, value $52,961.

    13F-HR 0001802136-25-000004 filed by Investment Research & Advisory Group, Inc.
    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 149 shares
    Change vs previous 13F -850 shares

    0.02% of the 13F portfolio, value $40,092.

    13F-HR 0001802136-25-000003 filed by Investment Research & Advisory Group, Inc.
    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 999 shares
    Change vs previous 13F +900 shares

    0.01% of the 13F portfolio, value $29,384.

    13F-HR 0001802136-25-000001 filed by Investment Research & Advisory Group, Inc.
    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 99 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $26,849.

    13F-HR 0001802136-24-000005 filed by Investment Research & Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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