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
- period ended2026-06-3013F 38,198 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 34,068 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 36,227 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 34,095 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 31,710 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).