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Legacy Edge Advisors, LLC: AXP position timeline

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

Legacy Edge Advisors, LLC held 5,791 AXP shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 5,791 shares
    Change vs previous 13F -64 shares

    0.18% of the 13F portfolio, value $1,958,698.

    13F-HR/A 0002105396-26-000004 filed by Legacy Edge Advisors, LLC
    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 5,855 shares
    Change vs previous 13F -42 shares

    0.19% of the 13F portfolio, value $1,770,924.

    13F-HR 0002105396-26-000002 filed by Legacy Edge Advisors, LLC
    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 5,897 shares
    Change vs previous 13F -145 shares

    0.24% of the 13F portfolio, value $2,181,478.

    13F-HR 0002105396-26-000001 filed by Legacy Edge Advisors, LLC
    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 6,042 shares
    Change vs previous 13F -250 shares

    0.24% of the 13F portfolio, value $2,006,805.

    13F-HR 0002105396-26-000013 filed by Legacy Edge Advisors, LLC
    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 6,292 shares
    Change vs previous 13F -51 shares

    0.27% of the 13F portfolio, value $2,006,921.

    13F-HR 0002105396-26-000011 filed by Legacy Edge Advisors, LLC
    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 6,343 shares
    Change vs previous 13F +362 shares

    0.27% of the 13F portfolio, value $1,706,499.

    13F-HR 0002105396-26-000010 filed by Legacy Edge Advisors, LLC
    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 5,981 shares
    Change vs previous 13F -663 shares

    0.28% of the 13F portfolio, value $1,778,236.

    13F-HR 0002105396-26-000006 filed by Legacy Edge Advisors, LLC
    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 6,644 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,801,881.

    13F-HR 0002105396-26-000009 filed by Legacy Edge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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