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Private Advisory Group LLC: AXP position timeline

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

Private Advisory Group LLC held 38,198 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,198 shares
    Change vs previous 13F +4,130 shares

    0.72% of the 13F portfolio, value $12,920,396.

    13F-HR 0001632965-26-000005 filed by Private Advisory Group 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 34,068 shares
    Change vs previous 13F -2,159 shares

    0.72% of the 13F portfolio, value $10,305,032.

    13F-HR 0001632965-26-000003 filed by Private Advisory Group LLC
    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 36,227 shares
    Change vs previous 13F +2,132 shares

    1.06% of the 13F portfolio, value $13,402,298.

    13F-HR 0001632965-26-000002 filed by Private Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 34,095 shares
    Change vs previous 13F +2,385 shares

    0.99% of the 13F portfolio, value $11,325,023.

    13F-HR 0001632965-25-000009 filed by Private Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 31,710 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $10,114,776.

    13F-HR 0001632965-25-000008 filed by Private Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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