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Northeast Financial Consultants Inc: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northeast Financial Consultants Inc on AXP, newest first. How the timeline and the estimate are built.

Northeast Financial Consultants Inc held 1,609 AXP shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 1,609 shares
    Change vs previous 13F -37 shares

    0.02% of the 13F portfolio, value $513,239.

    13F-HR 0001599863-25-000007 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 1,646 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $442,857.

    13F-HR 0001599863-25-000005 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 1,646 shares
    Change vs previous 13F +800 shares

    0.02% of the 13F portfolio, value $488,517.

    13F-HR 0001599863-25-000003 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 846 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $229,436.

    13F-HR 0001599863-24-000010 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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