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Sheaff Brock Investment Advisors, LLC: AXP position timeline

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

Sheaff Brock Investment Advisors, LLC held 39,350 AXP shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 39,350 shares
    Change vs previous 13F +381 shares

    0.97% of the 13F portfolio, value $10,587,158.

    13F-HR 0001666789-25-000004 filed by Sheaff Brock 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 38,969 shares
    Change vs previous 13F -470 shares

    1.01% of the 13F portfolio, value $11,565,748.

    13F-HR 0001666789-25-000001 filed by Sheaff Brock 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 39,439 shares
    Change vs previous 13F -445 shares

    0.94% of the 13F portfolio, value $10,695,780.

    13F-HR 0001666789-24-000007 filed by Sheaff Brock 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 39,884 shares
    Change vs previous 13F -27,773 shares

    0.86% of the 13F portfolio, value $9,235,191.

    13F-HR 0001666789-24-000004 filed by Sheaff Brock 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 67,657 shares
    Change vs previous 13F +54,023 shares

    1.23% of the 13F portfolio, value $15,404,760.

    13F-HR 0001666789-24-000003 filed by Sheaff Brock 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 13,634 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $2,554,233.

    13F-HR 0001666789-24-000001 filed by Sheaff Brock 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 13,634 shares
    Change vs previous 13F +1 shares

    0.2% of the 13F portfolio, value $2,033,984.

    13F-HR 0001666789-23-000004 filed by Sheaff Brock 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 13,633 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,374,844.

    13F-HR 0001666789-23-000003 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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