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New Age Alpha Advisors, LLC: AXP position timeline

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

New Age Alpha Advisors, LLC held 1,005 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,005 shares
    Change vs previous 13F -19 shares

    0.01% of the 13F portfolio, value $339,941.

    13F-HR 0001764807-26-000009 filed by New Age Alpha 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 1,024 shares
    Change vs previous 13F -20,145 shares

    0.01% of the 13F portfolio, value $309,740.

    13F-HR 0001764807-26-000005 filed by New Age Alpha 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 21,169 shares
    Change vs previous 13F -5,590 shares

    0.34% of the 13F portfolio, value $7,831,472.

    13F-HR 0001764807-26-000002 filed by New Age Alpha 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 26,759 shares
    Change vs previous 13F -317 shares

    0.37% of the 13F portfolio, value $8,888,270.

    13F-HR 0001764807-25-000004 filed by New Age Alpha 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 27,076 shares
    Change vs previous 13F +938 shares

    0.38% of the 13F portfolio, value $8,636,702.

    13F-HR 0001855205-25-000042 filed by New Age Alpha 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 26,138 shares
    Change vs previous 13F -25,024 shares

    0.32% of the 13F portfolio, value $7,032,429.

    13F-HR 0001855205-25-000022 filed by New Age Alpha 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/A 51,162 shares
    Change vs previous 13F +51,118 shares

    0.61% of the 13F portfolio, value $15,184,370.

    13F-HR/A 0001855205-25-000012 filed by New Age Alpha 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 44 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $11,933.

    13F-HR 0001855205-24-000056 filed by New Age Alpha Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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