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Stonebridge Financial Group, LLC: AXP position timeline

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

Stonebridge Financial Group, LLC held 11,528 AXP shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,528 shares
    Change vs previous 13F -3,914 shares

    0.26% of the 13F portfolio, value $3,505,634.

    13F-HR 0001999371-26-021857 filed by Stonebridge Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,442 shares
    Change vs previous 13F +1,803 shares

    0.4% of the 13F portfolio, value $5,223,337.

    13F-HR 0001999371-26-014273 filed by Stonebridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 13,639 shares
    Change vs previous 13F +12,521 shares

    0.34% of the 13F portfolio, value $4,125,525.

    13F-HR 0001999371-26-007873 filed by Stonebridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,118 shares
    Change vs previous 13F +17 shares

    0.04% of the 13F portfolio, value $413,604.

    13F-HR 0001999371-26-001274 filed by Stonebridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,101 shares
    Change vs previous 13F +33 shares

    0.03% of the 13F portfolio, value $365,708.

    13F-HR 0001999371-25-015688 filed by Stonebridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,068 shares
    Change vs previous 13F -13 shares

    0.03% of the 13F portfolio, value $340,671.

    13F-HR 0001999371-25-009685 filed by Stonebridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,081 shares
    Change vs previous 13F +13 shares

    0.03% of the 13F portfolio, value $290,843.

    13F-HR 0001999371-25-004732 filed by Stonebridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,068 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $316,972.

    13F-HR 0001999371-25-000834 filed by Stonebridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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