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Disclosery

Sunbelt Securities, Inc.: AXP position timeline

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

Sunbelt Securities, Inc. held 7,356 AXP shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 7,356 shares
    Change vs previous 13F +237 shares

    0.14% of the 13F portfolio, value $2,224,912.

    13F-HR 0001062993-26-002743 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 7,119 shares
    Change vs previous 13F +36 shares

    0.18% of the 13F portfolio, value $2,633,791.

    13F-HR 0001062993-26-001089 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 7,083 shares
    Change vs previous 13F +4,583 shares

    0.16% of the 13F portfolio, value $2,352,724.

    13F-HR 0001062993-25-016949 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 2,500 shares
    Change vs previous 13F +32 shares

    0.07% of the 13F portfolio, value $741,910.

    13F-HR 0001062993-25-014406 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 2,468 shares
    Change vs previous 13F -32 shares

    0.06% of the 13F portfolio, value $663,955.

    13F-HR 0001062993-25-007885 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 2,500 shares
    Change vs previous 13F +234 shares

    0.07% of the 13F portfolio, value $743,260.

    13F-HR 0001062993-25-002659 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 2,266 shares
    Change vs previous 13F +324 shares

    0.06% of the 13F portfolio, value $614,405.

    13F-HR 0001062993-24-019240 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 1,942 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $449,763.

    13F-HR 0001062993-24-015215 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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