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Strategic Advisors LLC: AXP position timeline

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

Strategic Advisors LLC held 5,162 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,162 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $1,746,032.

    13F-HR 0001172661-26-002862 filed by Strategic Advisors 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 5,162 shares
    Change vs previous 13F -31 shares

    0.26% of the 13F portfolio, value $1,561,684.

    13F-HR 0001172661-26-001974 filed by Strategic Advisors 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 5,193 shares
    Change vs previous 13F -233 shares

    0.3% of the 13F portfolio, value $1,921,160.

    13F-HR 0001172661-26-000578 filed by Strategic Advisors 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 5,426 shares
    Change vs previous 13F +1,021 shares

    0.29% of the 13F portfolio, value $1,802,573.

    13F-HR 0001172661-25-004551 filed by Strategic Advisors 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 4,405 shares
    Change vs previous 13F -996 shares

    0.28% of the 13F portfolio, value $1,405,149.

    13F-HR 0001172661-25-003059 filed by Strategic Advisors 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 5,401 shares
    Change vs previous 13F +45 shares

    0.28% of the 13F portfolio, value $1,453,041.

    13F-HR 0001172661-25-001507 filed by Strategic Advisors 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 5,356 shares
    Change vs previous 13F +1,702 shares

    0.29% of the 13F portfolio, value $1,589,652.

    13F-HR 0001172661-25-000437 filed by Strategic Advisors 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 3,654 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $991,001.

    13F-HR 0001172661-24-004183 filed by Strategic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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