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Valeo Financial Advisors, LLC: AXP position timeline

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

Valeo Financial Advisors, LLC held 16,853 AXP shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,853 shares
    Change vs previous 13F -97 shares

    0.11% of the 13F portfolio, value $5,124,941.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,950 shares
    Change vs previous 13F +911 shares

    0.12% of the 13F portfolio, value $5,733,429.

    13F-HR 0001722641-26-000004 filed by Valeo Financial 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 ended2026-03-31
    13F 16,039 shares
    Change vs previous 13F -2,431 shares

    0.12% of the 13F portfolio, value $4,851,376.

    13F-HR 0001722641-26-000003 filed by Valeo Financial 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 ended2025-12-31
    13F 18,470 shares
    Change vs previous 13F +505 shares

    0.15% of the 13F portfolio, value $6,833,083.

    13F-HR 0001722641-26-000001 filed by Valeo Financial 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 ended2025-09-30
    13F 17,965 shares
    Change vs previous 13F +79 shares

    0.14% of the 13F portfolio, value $5,967,241.

    13F-HR 0001722641-25-000007 filed by Valeo Financial 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 ended2025-06-30
    13F/A 17,886 shares
    Change vs previous 13F +2,054 shares

    0.14% of the 13F portfolio, value $5,705,341.

    13F-HR/A 0001722641-25-000005 filed by Valeo Financial 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 ended2025-03-31
    13F 15,832 shares
    Change vs previous 13F +22 shares

    0.12% of the 13F portfolio, value $4,259,568.

    13F-HR 0001722641-25-000002 filed by Valeo Financial 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 ended2024-12-31
    13F 15,810 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,692,311.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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