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Disclosery

Sigma Planning Corp: AXP position timeline

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

Sigma Planning Corp held 13,357 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,357 shares
    Change vs previous 13F +1,328 shares

    0.11% of the 13F portfolio, value $4,517,869.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    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 12,029 shares
    Change vs previous 13F +1,419 shares

    0.1% of the 13F portfolio, value $3,638,502.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    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 10,610 shares
    Change vs previous 13F +76 shares

    0.11% of the 13F portfolio, value $3,925,007.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    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 10,534 shares
    Change vs previous 13F +17 shares

    0.1% of the 13F portfolio, value $3,498,840.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    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 10,517 shares
    Change vs previous 13F -329 shares

    0.1% of the 13F portfolio, value $3,354,777.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    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 10,846 shares
    Change vs previous 13F +195 shares

    0.09% of the 13F portfolio, value $2,918,099.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    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 10,651 shares
    Change vs previous 13F -674 shares

    0.1% of the 13F portfolio, value $3,161,107.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    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 11,325 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,071,293.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

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