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Disclosery

Prospera Financial Services Inc: AXP position timeline

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

Prospera Financial Services Inc held 22,376 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,376 shares
    Change vs previous 13F -39,054 shares

    0.11% of the 13F portfolio, value $7,576,743.

    13F-HR 0001541625-26-000003 filed by Prospera Financial Services Inc
    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 61,430 shares
    Change vs previous 13F -5,773 shares

    0.3% of the 13F portfolio, value $18,587,498.

    13F-HR 0001541625-26-000002 filed by Prospera Financial Services Inc
    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 67,203 shares
    Change vs previous 13F -1,530 shares

    0.41% of the 13F portfolio, value $24,868,482.

    13F-HR 0001541625-26-000001 filed by Prospera Financial Services Inc
    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 68,733 shares
    Change vs previous 13F +6,589 shares

    0.39% of the 13F portfolio, value $22,835,734.

    13F-HR 0001541625-25-000005 filed by Prospera Financial Services Inc
    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 62,144 shares
    Change vs previous 13F +5,045 shares

    0.37% of the 13F portfolio, value $19,826,775.

    13F-HR 0001085146-25-004598 filed by Prospera Financial Services Inc
    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 57,099 shares
    Change vs previous 13F +8,513 shares

    0.35% of the 13F portfolio, value $15,364,511.

    13F-HR 0001085146-25-003246 filed by Prospera Financial Services Inc
    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 48,586 shares
    Change vs previous 13F +42,669 shares

    0.34% of the 13F portfolio, value $14,421,004.

    13F-HR 0001085146-25-001240 filed by Prospera Financial Services Inc
    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 5,917 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,606,783.

    13F-HR 0001085146-24-005424 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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