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Lakeshore Capital Group, Inc.: AXP position timeline

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

Lakeshore Capital Group, Inc. held 5,972 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,972 shares
    Change vs previous 13F -3 shares

    1.5% of the 13F portfolio, value $2,019,924.

    13F-HR 0002057465-26-000003 filed by Lakeshore Capital 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 5,975 shares
    Change vs previous 13F +84 shares

    1.48% of the 13F portfolio, value $1,807,306.

    13F-HR 0002057465-26-000002 filed by Lakeshore Capital 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 5,891 shares
    Change vs previous 13F +101 shares

    1.74% of the 13F portfolio, value $2,179,342.

    13F-HR 0002057465-26-000001 filed by Lakeshore Capital 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 5,790 shares
    Change vs previous 13F +212 shares

    1.55% of the 13F portfolio, value $1,923,308.

    13F-HR 0002057465-25-000002 filed by Lakeshore Capital 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 5,578 shares
    Change vs previous 13F -437 shares

    1.58% of the 13F portfolio, value $1,779,314.

    13F-HR 0001085146-25-004056 filed by Lakeshore Capital 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 6,015 shares
    Change vs previous 13F +171 shares

    1.56% of the 13F portfolio, value $1,618,462.

    13F-HR 0001085146-25-001998 filed by Lakeshore Capital 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 5,844 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $1,734,310.

    13F-HR 0001085146-25-001770 filed by Lakeshore Capital Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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