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Northern Financial Advisors Inc: AXP position timeline

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

Northern Financial Advisors Inc held 8,647 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,647 shares
    Change vs previous 13F -10 shares

    1.93% of the 13F portfolio, value $2,924,922.

    13F-HR 0001962457-26-000003 filed by Northern Financial Advisors Inc
    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 8,657 shares
    Change vs previous 13F +3,573 shares

    1.91% of the 13F portfolio, value $2,618,623.

    13F-HR 0001962457-26-000002 filed by Northern Financial Advisors Inc
    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 5,084 shares
    Change vs previous 13F -3,713 shares

    2.15% of the 13F portfolio, value $1,880,833.

    13F-HR 0001962457-26-000001 filed by Northern Financial Advisors Inc
    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 8,797 shares
    Change vs previous 13F +9 shares

    1.53% of the 13F portfolio, value $2,922,072.

    13F-HR 0001962457-25-000002 filed by Northern Financial Advisors Inc
    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 8,788 shares
    Change vs previous 13F -89 shares

    2.1% of the 13F portfolio, value $2,803,263.

    13F-HR 0001085146-25-004111 filed by Northern Financial Advisors Inc
    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 8,877 shares
    Change vs previous 13F -20 shares

    1.97% of the 13F portfolio, value $2,388,401.

    13F-HR 0001085146-25-002644 filed by Northern Financial Advisors Inc
    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 8,897 shares
    Change vs previous 13F -296 shares

    2.11% of the 13F portfolio, value $2,640,541.

    13F-HR 0001085146-25-000621 filed by Northern Financial Advisors Inc
    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 9,193 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $2,493,142.

    13F-HR 0001085146-24-005214 filed by Northern Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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