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Disclosery

Realta Investment Advisors: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Realta Investment Advisors on AXP, newest first. How the timeline and the estimate are built.

Realta Investment Advisors held 4,928 AXP shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,928 shares
    Change vs previous 13F +334 shares

    0.44% of the 13F portfolio, value $1,498,605.

    13F-HR 0001398344-26-018178 filed by Realta Investment Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,594 shares
    Change vs previous 13F +419 shares

    0.48% of the 13F portfolio, value $1,553,921.

    13F-HR 0001398344-26-012286 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,175 shares
    Change vs previous 13F +250 shares

    0.44% of the 13F portfolio, value $1,262,854.

    13F-HR 0001398344-26-006814 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,925 shares
    Change vs previous 13F -604 shares

    0.48% of the 13F portfolio, value $1,452,054.

    13F-HR 0001398344-26-000878 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,529 shares
    Change vs previous 13F +482 shares

    0.5% of the 13F portfolio, value $1,504,353.

    13F-HR 0001398344-25-019615 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,047 shares
    Change vs previous 13F +140 shares

    0.51% of the 13F portfolio, value $1,290,912.

    13F-HR 0001398344-25-013484 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,907 shares
    Change vs previous 13F +202 shares

    0.48% of the 13F portfolio, value $1,051,178.

    13F-HR 0001398344-25-008338 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,705 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,122,911.

    13F-HR 0001398344-25-001199 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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