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Patriot Financial Group Insurance Agency, LLC: AXP position timeline

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

Patriot Financial Group Insurance Agency, LLC held 1,056 AXP shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,056 shares
    Change vs previous 13F -771 shares

    0.03% of the 13F portfolio, value $321,191.

    13F-HR 0002085853-26-001172 filed by Patriot Financial Group Insurance Agency, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,827 shares
    Change vs previous 13F -1,561 shares

    0.06% of the 13F portfolio, value $617,834.

    13F-HR 0002085853-26-000752 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,388 shares
    Change vs previous 13F +1,584 shares

    0.06% of the 13F portfolio, value $1,024,892.

    13F-HR 0002085853-26-000456 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,804 shares
    Change vs previous 13F +13 shares

    0.08% of the 13F portfolio, value $667,445.

    13F-HR 0002085853-26-000089 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,791 shares
    Change vs previous 13F +142 shares

    0.08% of the 13F portfolio, value $594,948.

    13F-HR 0002085853-25-000031 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,649 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $526,121.

    13F-HR 0001667731-25-000883 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,649 shares
    Change vs previous 13F -598 shares

    0.06% of the 13F portfolio, value $443,783.

    13F-HR 0001667731-25-000420 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,247 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $666,938.

    13F-HR 0001667731-25-000088 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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