Pinnacle Financial Group, LLC / IL: AXP position timeline

Pinnacle Financial Group, LLC / IL held 712 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 712 shares

   Change vs previous 13F +12 shares

   0.06% of the 13F portfolio, value $240,834.

   13F-HR 0001104659-26-088546 filed by Pinnacle Financial Group, LLC / IL
   Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 700 shares

   Change vs previous 13F -4 shares

   0.06% of the 13F portfolio, value $211,736.

   13F-HR 0001104659-26-059958 filed by Pinnacle Financial Group, LLC / IL
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 704 shares

   Change vs previous 13F +30 shares

   0.08% of the 13F portfolio, value $260,445.

   13F-HR 0001104659-26-010752 filed by Pinnacle Financial Group, LLC / IL
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 674 shares

   Change vs previous 13F +13 shares

   0.07% of the 13F portfolio, value $223,876.

   13F-HR 0001104659-25-109935 filed by Pinnacle Financial Group, LLC / IL
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 661 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $210,846.

   13F-HR 0001104659-25-076006 filed by Pinnacle Financial Group, LLC / IL
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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