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Stonegate Investment Group, LLC: AXP position timeline

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

Stonegate Investment Group, LLC held 44,954 AXP shares at 2025-09-30 per its 13F-HR filed 2025-11-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 44,954 shares
    Change vs previous 13F +13,215 shares

    0.35% of the 13F portfolio, value $14,931,952.

    13F-HR 0001951757-25-001234 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 31,739 shares
    Change vs previous 13F +29,969 shares

    0.25% of the 13F portfolio, value $10,124,113.

    13F-HR 0001951757-25-000936 filed by Stonegate Investment 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 ended2025-03-31
    13F 1,770 shares
    Change vs previous 13F -67 shares

    0.01% of the 13F portfolio, value $476,095.

    13F-HR 0001951757-25-000396 filed by Stonegate Investment 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 ended2024-12-31
    13F 1,837 shares
    Change vs previous 13F -1,001 shares

    0.01% of the 13F portfolio, value $545,257.

    13F-HR 0001951757-25-000108 filed by Stonegate Investment 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 ended2024-09-30
    13F 2,838 shares
    Change vs previous 13F -8,274 shares

    0.02% of the 13F portfolio, value $769,606.

    13F-HR 0001951757-24-001063 filed by Stonegate Investment 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 ended2024-06-30
    13F 11,112 shares
    Change vs previous 13F -10,539 shares

    0.07% of the 13F portfolio, value $2,573,031.

    13F-HR 0001951757-24-000631 filed by Stonegate Investment 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 ended2024-03-31
    13F 21,651 shares
    Change vs previous 13F -121 shares

    0.15% of the 13F portfolio, value $4,929,793.

    13F-HR 0001951757-24-000359 filed by Stonegate Investment 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 ended2023-12-31
    13F 21,772 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,078,691.

    13F-HR 0001951757-24-000107 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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