Southeast Asset Advisors, LLC: AXP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Southeast Asset Advisors, LLC on AXP, newest first. How the timeline and the estimate are built.
Southeast Asset Advisors, LLC held 1,289 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 1,289 sharesChange vs previous 13F +3 shares
0.04% of the 13F portfolio, value $435,998.
13F-HR 0001104659-26-096651 filed by Southeast Asset Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,286 sharesChange vs previous 13F +2 shares
0.04% of the 13F portfolio, value $389,071.
13F-HR 0001104659-26-059874 filed by Southeast Asset Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,284 sharesChange vs previous 13F +2 shares
0.05% of the 13F portfolio, value $475,083.
13F-HR 0001104659-26-015207 filed by Southeast Asset Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,282 sharesChange vs previous 13F -14 shares
0.05% of the 13F portfolio, value $425,879.
13F-HR 0001104659-25-108267 filed by Southeast Asset Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,296 sharesChange vs previous 13F +19 shares
0.05% of the 13F portfolio, value $413,278.
13F-HR 0001104659-25-076885 filed by Southeast Asset Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,277 sharesChange vs previous 13F +2 shares
0.04% of the 13F portfolio, value $343,584.
13F-HR 0001104659-25-048429 filed by Southeast Asset Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,275 sharesChange vs previous 13F +2 shares
0.05% of the 13F portfolio, value $378,423.
13F-HR 0001104659-25-012627 filed by Southeast Asset Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,273 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $345,203.
13F-HR 0001104659-24-117631 filed by Southeast Asset Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).