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
- period ended2026-06-3013F 5,972 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,975 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,891 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,790 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,578 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,015 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,844 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).