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NewEdge Advisors, LLC: AXP position timeline

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

NewEdge Advisors, LLC held 112,398 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,398 shares
    Change vs previous 13F +6,070 shares

    0.11% of the 13F portfolio, value $38,018,564.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 106,328 shares
    Change vs previous 13F -10,819 shares

    0.12% of the 13F portfolio, value $32,162,027.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 117,147 shares
    Change vs previous 13F +46,678 shares

    0.16% of the 13F portfolio, value $43,338,575.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 70,469 shares
    Change vs previous 13F -1,808 shares

    0.11% of the 13F portfolio, value $23,406,994.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 72,277 shares
    Change vs previous 13F +6,278 shares

    0.12% of the 13F portfolio, value $23,054,944.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 65,999 shares
    Change vs previous 13F -5,777 shares

    0.11% of the 13F portfolio, value $17,757,096.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 71,776 shares
    Change vs previous 13F -1,392 shares

    0.13% of the 13F portfolio, value $21,302,112.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 73,168 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $19,843,185.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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