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Orion Porfolio Solutions, LLC: AXP position timeline

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

Orion Porfolio Solutions, LLC held 67,620 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,620 shares
    Change vs previous 13F -578 shares

    0.18% of the 13F portfolio, value $22,872,352.

    13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, 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 68,198 shares
    Change vs previous 13F +3,579 shares

    0.18% of the 13F portfolio, value $20,628,626.

    13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, 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 64,619 shares
    Change vs previous 13F -3,987 shares

    0.18% of the 13F portfolio, value $23,905,805.

    13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, 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 68,606 shares
    Change vs previous 13F +1,179 shares

    0.18% of the 13F portfolio, value $22,788,029.

    13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, 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/A 67,427 shares
    Change vs previous 13F +4,977 shares

    0.18% of the 13F portfolio, value $21,508,159.

    13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, 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 62,450 shares
    Change vs previous 13F -5,067 shares

    0.16% of the 13F portfolio, value $16,802,007.

    13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, 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 67,517 shares
    Change vs previous 13F -10,796 shares

    0.2% of the 13F portfolio, value $20,038,340.

    13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, 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 78,313 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $21,238,423.

    13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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