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Sequoia Financial Advisors, LLC: AXP position timeline

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

Sequoia Financial Advisors, LLC held 60,686 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,686 shares
    Change vs previous 13F +257 shares

    0.1% of the 13F portfolio, value $20,527,076.

    13F-HR 0001599900-26-000003 filed by Sequoia Financial 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 ended2026-03-31
    13F 60,429 shares
    Change vs previous 13F -184 shares

    0.1% of the 13F portfolio, value $18,278,572.

    13F-HR 0001599900-26-000002 filed by Sequoia Financial 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 ended2025-12-31
    13F 60,613 shares
    Change vs previous 13F +5,259 shares

    0.13% of the 13F portfolio, value $22,423,624.

    13F-HR 0001599900-26-000001 filed by Sequoia Financial 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 ended2025-09-30
    13F 55,354 shares
    Change vs previous 13F +173 shares

    0.11% of the 13F portfolio, value $18,386,507.

    13F-HR 0001599900-25-000004 filed by Sequoia Financial 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 ended2025-06-30
    13F/A 55,181 shares
    Change vs previous 13F +3,148 shares

    0.12% of the 13F portfolio, value $17,601,507.

    13F-HR 0001085146-25-004180 filed by Sequoia Financial 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 ended2025-03-31
    13F/A 52,033 shares
    Change vs previous 13F +26,548 shares

    0.11% of the 13F portfolio, value $13,999,403.

    13F-HR 0001085146-25-002275 filed by Sequoia Financial 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 ended2024-12-31
    13F/A 25,485 shares
    Change vs previous 13F +3,923 shares

    0.07% of the 13F portfolio, value $7,563,643.

    13F-HR/A 0001085146-25-004759 filed by Sequoia Financial 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 ended2024-09-30
    13F 21,562 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,847,746.

    13F-HR 0001085146-24-005038 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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