Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: AXP position timeline

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

Steward Partners Investment Advisory, LLC held 101,626 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,626 shares
    Change vs previous 13F -7,154 shares

    0.18% of the 13F portfolio, value $34,375,092.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 108,780 shares
    Change vs previous 13F +16,302 shares

    0.17% of the 13F portfolio, value $32,904,102.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 92,478 shares
    Change vs previous 13F +1,973 shares

    0.19% of the 13F portfolio, value $34,212,129.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 90,505 shares
    Change vs previous 13F +13,565 shares

    0.17% of the 13F portfolio, value $30,062,197.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 76,940 shares
    Change vs previous 13F +3,784 shares

    0.19% of the 13F portfolio, value $24,542,328.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 73,156 shares
    Change vs previous 13F +1,789 shares

    0.17% of the 13F portfolio, value $19,682,533.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 71,367 shares
    Change vs previous 13F -57,844 shares

    0.19% of the 13F portfolio, value $21,181,012.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 129,211 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $35,041,881.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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