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Values First Advisors, Inc.: AXP position timeline

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

Values First Advisors, Inc. held 2,787 AXP shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 2,787 shares
    Change vs previous 13F -923 shares

    0.43% of the 13F portfolio, value $942,541.

    13F-HR/A 0001398344-26-013386 filed by Values First Advisors, Inc.
    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 3,710 shares
    Change vs previous 13F +78 shares

    0.58% of the 13F portfolio, value $1,122,052.

    13F-HR 0001398344-26-006614 filed by Values First Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 3,632 shares
    Change vs previous 13F +316 shares

    0.7% of the 13F portfolio, value $1,343,497.

    13F-HR 0001398344-26-001629 filed by Values First Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 3,316 shares
    Change vs previous 13F +520 shares

    0.59% of the 13F portfolio, value $1,101,466.

    13F-HR 0001398344-25-019434 filed by Values First Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,796 shares
    Change vs previous 13F +970 shares

    0.49% of the 13F portfolio, value $891,845.

    13F-HR 0001398344-25-013953 filed by Values First Advisors, Inc.
    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 1,826 shares
    Change vs previous 13F +619 shares

    0.29% of the 13F portfolio, value $490,393.

    13F-HR 0001398344-25-008076 filed by Values First Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,207 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $358,204.

    13F-HR 0001398344-25-001383 filed by Values First Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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