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Schechter Investment Advisors, LLC: AXP position timeline

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

Schechter Investment Advisors, LLC held 12,183 AXP shares at 2025-03-31 per its 13F-HR filed 2025-05-01.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 12,183 shares
    Change vs previous 13F -1,836 shares

    0.27% of the 13F portfolio, value $3,277,914.

    13F-HR 0001951586-25-000003 filed by Schechter Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 14,019 shares
    Change vs previous 13F -470 shares

    0.32% of the 13F portfolio, value $4,160,636.

    13F-HR 0001951586-25-000001 filed by Schechter Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 14,489 shares
    Change vs previous 13F -465 shares

    0.29% of the 13F portfolio, value $3,929,479.

    13F-HR 0001951586-24-000004 filed by Schechter Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 14,954 shares
    Change vs previous 13F +340 shares

    0.26% of the 13F portfolio, value $3,462,500.

    13F-HR 0001951586-24-000003 filed by Schechter Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 14,614 shares
    Change vs previous 13F +2,392 shares

    0.25% of the 13F portfolio, value $3,327,445.

    13F-HR 0001951586-24-000002 filed by Schechter Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 12,222 shares
    Change vs previous 13F +389 shares

    0.2% of the 13F portfolio, value $2,289,722.

    13F-HR 0001951586-24-000001 filed by Schechter Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 11,833 shares
    Change vs previous 13F +1,552 shares

    0.17% of the 13F portfolio, value $1,765,405.

    13F-HR 0001951586-23-000007 filed by Schechter Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F/A 10,281 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,791,010.

    13F-HR/A 0001951586-23-000005 filed by Schechter Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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