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Torrey Growth & Income Advisors: AXP position timeline

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

Torrey Growth & Income Advisors held 29,747 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,747 shares
    Change vs previous 13F -209 shares

    3.41% of the 13F portfolio, value $10,050,321.

    13F-HR 0002087822-26-000004 filed by Torrey Growth & Income Advisors
    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 29,956 shares
    Change vs previous 13F -4,010 shares

    3.76% of the 13F portfolio, value $8,979,611.

    13F-HR 0002087822-26-000002 filed by Torrey Growth & Income Advisors
    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 33,966 shares
    Change vs previous 13F -4,643 shares

    4.37% of the 13F portfolio, value $12,565,722.

    13F-HR 0002087822-26-000001 filed by Torrey Growth & Income Advisors
    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 38,609 shares
    Change vs previous 13F not available

    3.77% of the 13F portfolio, value $12,824,365.

    13F-HR 0002087822-25-000001 filed by Torrey Growth & Income Advisors
    Filed (acceptance time not in the bulk data set), ingested

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