Pathway Financial Advisers, LLC: AXP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pathway Financial Advisers, LLC on AXP, newest first. How the timeline and the estimate are built.
Pathway Financial Advisers, LLC held 4,278 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 4,278 sharesChange vs previous 13F +327 shares
0.36% of the 13F portfolio, value $1,447,031.
13F-HR 0002024152-26-000003 filed by Pathway Financial Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,951 sharesChange vs previous 13F +387 shares
0.34% of the 13F portfolio, value $1,195,170.
13F-HR 0002024152-26-000002 filed by Pathway Financial Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,564 sharesChange vs previous 13F -20 shares
0.38% of the 13F portfolio, value $1,318,476.
13F-HR 0002024152-26-000001 filed by Pathway Financial Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,584 sharesChange vs previous 13F +224 shares
0.34% of the 13F portfolio, value $1,178,430.
13F-HR 0002024152-25-000006 filed by Pathway Financial Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,360 sharesChange vs previous 13F +385 shares
0.35% of the 13F portfolio, value $1,071,856.
13F-HR 0002024152-25-000003 filed by Pathway Financial Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,975 sharesChange vs previous 13F +366 shares
0.27% of the 13F portfolio, value $800,529.
13F-HR 0002024152-25-000002 filed by Pathway Financial Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,609 sharesChange vs previous 13F +93 shares
0.26% of the 13F portfolio, value $774,121.
13F-HR 0002024152-25-000001 filed by Pathway Financial Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 2,516 sharesChange vs previous 13F not available
0.31% of the 13F portfolio, value $682,443.
13F-HR/A 0002024152-24-000009 filed by Pathway Financial Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).