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J.W. COLE ADVISORS, INC.: AXP position timeline

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

J.W. COLE ADVISORS, INC. held 23,832 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,832 shares
    Change vs previous 13F -635 shares

    0.14% of the 13F portfolio, value $8,061,073.

    13F-HR 0001404763-26-000005 filed by J.W. COLE ADVISORS, 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 24,467 shares
    Change vs previous 13F -421 shares

    0.25% of the 13F portfolio, value $7,400,880.

    13F-HR 0001404763-26-000003 filed by J.W. COLE ADVISORS, 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 24,888 shares
    Change vs previous 13F -2,006 shares

    0.2% of the 13F portfolio, value $8,437,506.

    13F-HR 0001404763-26-000001 filed by J.W. COLE ADVISORS, 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 26,894 shares
    Change vs previous 13F +186 shares

    0.17% of the 13F portfolio, value $8,932,792.

    13F-HR 0001404763-25-000002 filed by J.W. COLE ADVISORS, 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 26,708 shares
    Change vs previous 13F +2,626 shares

    0.18% of the 13F portfolio, value $8,519,375.

    13F-HR 0001085146-25-004914 filed by J.W. COLE ADVISORS, 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 24,082 shares
    Change vs previous 13F +10,852 shares

    0.2% of the 13F portfolio, value $6,479,196.

    13F-HR 0001376474-25-000429 filed by J.W. COLE ADVISORS, 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 13,230 shares
    Change vs previous 13F +491 shares

    0.16% of the 13F portfolio, value $3,926,520.

    13F-HR 0001172661-25-000434 filed by J.W. COLE ADVISORS, 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 12,739 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,454,910.

    13F-HR 0001172661-24-004355 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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