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Sargent Investment Group, LLC: AXP position timeline

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

Sargent Investment Group, LLC held 12,645 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,645 shares
    Change vs previous 13F +403 shares

    0.51% of the 13F portfolio, value $4,277,187.

    13F-HR 0001765380-26-000337 filed by Sargent Investment 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 12,242 shares
    Change vs previous 13F +268 shares

    0.49% of the 13F portfolio, value $3,702,960.

    13F-HR 0001765380-26-000194 filed by Sargent Investment 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 11,974 shares
    Change vs previous 13F +18 shares

    0.56% of the 13F portfolio, value $4,429,781.

    13F-HR 0001766157-26-000001 filed by Sargent Investment 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 11,956 shares
    Change vs previous 13F +403 shares

    0.57% of the 13F portfolio, value $3,971,305.

    13F-HR 0001766157-25-000005 filed by Sargent Investment 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 11,553 shares
    Change vs previous 13F -1,360 shares

    0.46% of the 13F portfolio, value $3,414,374.

    13F-HR 0001765380-25-000374 filed by Sargent Investment 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 12,913 shares
    Change vs previous 13F +1,158 shares

    0.55% of the 13F portfolio, value $3,474,243.

    13F-HR 0001951757-25-000503 filed by Sargent Investment 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 11,755 shares
    Change vs previous 13F +1,903 shares

    0.57% of the 13F portfolio, value $3,491,470.

    13F-HR 0001951757-25-000136 filed by Sargent Investment 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 9,852 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,671,862.

    13F-HR 0001951757-24-001179 filed by Sargent Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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