Skip to content
Disclosery

PHILLIPS FINANCIAL MANAGEMENT, LLC: AXP position timeline

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

PHILLIPS FINANCIAL MANAGEMENT, LLC held 678 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 678 shares
    Change vs previous 13F +678 shares

    0.02% of the 13F portfolio, value $229,334.

    13F-HR 0001398344-26-013343 filed by PHILLIPS FINANCIAL MANAGEMENT, 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 0 shares
    Change vs previous 13F -581 shares

    13F-HR 0001398344-26-006583 filed by PHILLIPS FINANCIAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 581 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $214,936.

    13F-HR 0001398344-26-001240 filed by PHILLIPS FINANCIAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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