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Northstar Advisory Group, LLC: AXP position timeline

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

Northstar Advisory Group, LLC held 3,698 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,698 shares
    Change vs previous 13F -3,219 shares

    0.39% of the 13F portfolio, value $1,250,848.

    13F-HR 0001951757-26-001005 filed by Northstar Advisory Group, 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 6,917 shares
    Change vs previous 13F +1,574 shares

    0.8% of the 13F portfolio, value $2,092,254.

    13F-HR 0001951757-26-000535 filed by Northstar Advisory Group, 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 5,343 shares
    Change vs previous 13F -106 shares

    0.7% of the 13F portfolio, value $1,976,643.

    13F-HR 0001951757-26-000149 filed by Northstar Advisory Group, 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 5,449 shares
    Change vs previous 13F -4,949 shares

    0.74% of the 13F portfolio, value $1,809,940.

    13F-HR 0001951757-25-001230 filed by Northstar Advisory Group, 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 10,398 shares
    Change vs previous 13F +1,593 shares

    1.62% of the 13F portfolio, value $3,316,754.

    13F-HR 0001951757-25-000590 filed by Northstar Advisory Group, 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 8,805 shares
    Change vs previous 13F -1,527 shares

    1.55% of the 13F portfolio, value $2,368,985.

    13F-HR 0001951757-25-000349 filed by Northstar Advisory Group, 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 10,332 shares
    Change vs previous 13F +148 shares

    1.56% of the 13F portfolio, value $3,066,434.

    13F-HR 0001951757-25-000009 filed by Northstar Advisory Group, 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 10,184 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $2,761,901.

    13F-HR 0001951757-24-001192 filed by Northstar Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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