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Disclosery

RFG Advisory, LLC: AXP position timeline

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

RFG Advisory, LLC held 10,661 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 10,661 shares
    Change vs previous 13F -2,952 shares

    0.06% of the 13F portfolio, value $3,605,920.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 13,613 shares
    Change vs previous 13F +523 shares

    0.08% of the 13F portfolio, value $4,117,786.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 13,090 shares
    Change vs previous 13F +1,088 shares

    0.09% of the 13F portfolio, value $4,842,778.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 12,002 shares
    Change vs previous 13F -422 shares

    0.08% of the 13F portfolio, value $3,986,514.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 12,424 shares
    Change vs previous 13F +746 shares

    0.09% of the 13F portfolio, value $3,963,101.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 11,678 shares
    Change vs previous 13F +484 shares

    0.08% of the 13F portfolio, value $3,142,070.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 11,194 shares
    Change vs previous 13F +1,392 shares

    0.09% of the 13F portfolio, value $3,322,326.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 9,802 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,658,271.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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