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ProVise Management Group, LLC: AXP position timeline

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

ProVise Management Group, LLC held 8,300 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 8,300 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $2,807,515.

    13F-HR 0001305707-26-000004 filed by ProVise Management 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 8,300 shares
    Change vs previous 13F -127 shares

    0.18% of the 13F portfolio, value $2,510,532.

    13F-HR 0001305707-26-000002 filed by ProVise Management 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 8,427 shares
    Change vs previous 13F -182 shares

    0.22% of the 13F portfolio, value $3,117,422.

    13F-HR 0001305707-26-000001 filed by ProVise Management 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 8,609 shares
    Change vs previous 13F -691 shares

    0.21% of the 13F portfolio, value $2,859,689.

    13F-HR 0001305707-25-000003 filed by ProVise Management 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 9,300 shares
    Change vs previous 13F -867 shares

    0.23% of the 13F portfolio, value $2,966,542.

    13F-HR 0001085146-25-004747 filed by ProVise Management Group, LLC
    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 10,167 shares
    Change vs previous 13F -100 shares

    0.23% of the 13F portfolio, value $2,735,371.

    13F-HR 0001085146-25-002835 filed by ProVise Management Group, LLC
    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 10,267 shares
    Change vs previous 13F -3,593 shares

    0.26% of the 13F portfolio, value $3,047,005.

    13F-HR 0001085146-25-000966 filed by ProVise Management Group, LLC
    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 13,860 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $3,758,907.

    13F-HR 0001085146-24-005520 filed by ProVise Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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