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PFG Advisors: AXP position timeline

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

PFG Advisors held 5,097 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,097 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $1,724,045.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    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 5,096 shares
    Change vs previous 13F +289 shares

    0.08% of the 13F portfolio, value $1,541,479.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    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 4,807 shares
    Change vs previous 13F -372 shares

    0.09% of the 13F portfolio, value $1,778,208.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    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 5,179 shares
    Change vs previous 13F +120 shares

    0.07% of the 13F portfolio, value $1,720,325.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    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 5,059 shares
    Change vs previous 13F +34 shares

    0.07% of the 13F portfolio, value $1,613,760.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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 5,025 shares
    Change vs previous 13F -35 shares

    0.08% of the 13F portfolio, value $1,351,942.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    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 5,060 shares
    Change vs previous 13F -149 shares

    0.09% of the 13F portfolio, value $1,501,877.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    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 5,209 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,412,622.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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