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Strategic Investment Advisors / MI: AXP position timeline

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

Strategic Investment Advisors / MI held 4,758 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,758 shares
    Change vs previous 13F -1,098 shares

    0.1% of the 13F portfolio, value $1,609,236.

    13F-HR 0001760540-26-000003 filed by Strategic Investment Advisors / MI
    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 5,856 shares
    Change vs previous 13F +2,614 shares

    0.12% of the 13F portfolio, value $1,777,461.

    13F-HR 0001760540-26-000002 filed by Strategic Investment Advisors / MI
    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 3,242 shares
    Change vs previous 13F -221 shares

    0.1% of the 13F portfolio, value $1,199,406.

    13F-HR 0001760540-26-000001 filed by Strategic Investment Advisors / MI
    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/A 3,463 shares
    Change vs previous 13F -502 shares

    0.13% of the 13F portfolio, value $1,150,134.

    13F-HR/A 0001760540-25-000005 filed by Strategic Investment Advisors / MI
    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 3,965 shares
    Change vs previous 13F -784 shares

    0.12% of the 13F portfolio, value $1,256,288.

    13F-HR 0001760540-25-000001 filed by Strategic Investment Advisors / MI
    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 4,749 shares
    Change vs previous 13F -356 shares

    0.14% of the 13F portfolio, value $1,277,587.

    13F-HR 0001754960-25-000242 filed by Strategic Investment Advisors / MI
    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 5,105 shares
    Change vs previous 13F -354 shares

    0.16% of the 13F portfolio, value $1,515,046.

    13F-HR 0001754960-25-000056 filed by Strategic Investment Advisors / MI
    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 5,459 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,480,452.

    13F-HR 0001754960-24-000521 filed by Strategic Investment Advisors / MI
    Filed (acceptance time not in the bulk data set), ingested

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