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SUMMIT SECURITIES GROUP LLC: AXP position timeline

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

SUMMIT SECURITIES GROUP LLC held 177 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 177 shares
    Change vs previous 13F -1,041 shares

    0.01% of the 13F portfolio, value $59,870.

    13F-HR 0001531593-26-000006 filed by SUMMIT SECURITIES 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 ended2026-03-31
    13F 1,218 shares
    Change vs previous 13F -482 shares

    0.18% of the 13F portfolio, value $368,421.

    13F-HR 0001531593-26-000005 filed by SUMMIT SECURITIES 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 ended2025-12-31
    13F 1,700 shares
    Change vs previous 13F +1,144 shares

    0.11% of the 13F portfolio, value $628,915.

    13F-HR 0001531593-26-000002 filed by SUMMIT SECURITIES 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 ended2025-09-30
    13F 556 shares
    Change vs previous 13F +520 shares

    0.06% of the 13F portfolio, value $184,681.

    13F-HR 0001531593-25-000010 filed by SUMMIT SECURITIES 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 ended2025-06-30
    13F 36 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,483.

    13F-HR 0001531593-25-000006 filed by SUMMIT SECURITIES GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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