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Disclosery

Stegent Equity Advisors, Inc.: AXP position timeline

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

Stegent Equity Advisors, Inc. held 0 AXP shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,386 shares

    13F-HR 0001908976-26-000002 filed by Stegent Equity Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 1,386 shares
    Change vs previous 13F +250 shares

    0.4% of the 13F portfolio, value $512,751.

    13F-HR 0001908976-26-000001 filed by Stegent Equity Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 1,136 shares
    Change vs previous 13F -184 shares

    0.31% of the 13F portfolio, value $377,333.

    13F-HR 0001908976-25-000003 filed by Stegent Equity Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,320 shares
    Change vs previous 13F +173 shares

    0.37% of the 13F portfolio, value $421,054.

    13F-HR 0001085146-25-004379 filed by Stegent Equity Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 1,147 shares
    Change vs previous 13F -53 shares

    0.31% of the 13F portfolio, value $308,600.

    13F-HR 0001085146-25-002513 filed by Stegent Equity Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,200 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $356,148.

    13F-HR 0001085146-25-000765 filed by Stegent Equity Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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