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MeadowBrook Investment Advisors LLC: AXP position timeline

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

MeadowBrook Investment Advisors LLC held 5,146 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,146 shares
    Change vs previous 13F -49 shares

    1.38% of the 13F portfolio, value $1,740,635.

    13F-HR 0000905729-26-000136 filed by MeadowBrook Investment 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 5,195 shares
    Change vs previous 13F +176 shares

    1.39% of the 13F portfolio, value $1,571,384.

    13F-HR 0000905729-26-000083 filed by MeadowBrook Investment 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 5,019 shares
    Change vs previous 13F -50 shares

    1.58% of the 13F portfolio, value $1,856,779.

    13F-HR 0000905729-26-000019 filed by MeadowBrook Investment 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 5,069 shares
    Change vs previous 13F -55 shares

    1.45% of the 13F portfolio, value $1,683,719.

    13F-HR 0000905729-25-000174 filed by MeadowBrook Investment 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 5,124 shares
    Change vs previous 13F -50 shares

    1.46% of the 13F portfolio, value $1,634,454.

    13F-HR 0000905729-25-000131 filed by MeadowBrook Investment 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 5,174 shares
    Change vs previous 13F -50 shares

    1.3% of the 13F portfolio, value $1,392,065.

    13F-HR 0000905729-25-000081 filed by MeadowBrook Investment 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 5,224 shares
    Change vs previous 13F -100 shares

    1.37% of the 13F portfolio, value $1,550,431.

    13F-HR 0000905729-25-000020 filed by MeadowBrook Investment 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 5,324 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $1,443,869.

    13F-HR 0000905729-24-000165 filed by MeadowBrook Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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