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Matthew Goff Investment Advisor, LLC: AXP position timeline

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

Matthew Goff Investment Advisor, LLC held 49,198 AXP shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 49,198 shares
    Change vs previous 13F -159 shares

    2.23% of the 13F portfolio, value $14,961,155.

    13F-HR 0001754960-26-000851 filed by Matthew Goff Investment Advisor, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 49,357 shares
    Change vs previous 13F -1,312 shares

    2.82% of the 13F portfolio, value $16,695,122.

    13F-HR 0001754960-26-000412 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 50,669 shares
    Change vs previous 13F -1,256 shares

    2.55% of the 13F portfolio, value $15,326,208.

    13F-HR 0001754960-26-000273 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 51,925 shares
    Change vs previous 13F -1,878 shares

    3.4% of the 13F portfolio, value $19,209,477.

    13F-HR 0001754960-26-000058 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 53,803 shares
    Change vs previous 13F -105 shares

    3.05% of the 13F portfolio, value $17,871,293.

    13F-HR 0001754960-25-000671 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 53,908 shares
    Change vs previous 13F -1,035 shares

    3.18% of the 13F portfolio, value $17,195,672.

    13F-HR 0001754960-25-000355 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 54,943 shares
    Change vs previous 13F -3,404 shares

    2.73% of the 13F portfolio, value $14,782,497.

    13F-HR 0001754960-25-000216 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 58,347 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $17,316,864.

    13F-HR 0001754960-25-000049 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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