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Disclosery

Advisor OS, LLC: AXP position timeline

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

Advisor OS, LLC held 3,399 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,399 shares
    Change vs previous 13F +11 shares

    0.08% of the 13F portfolio, value $1,149,630.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 3,388 shares
    Change vs previous 13F -1,881 shares

    0.07% of the 13F portfolio, value $1,024,706.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 5,269 shares
    Change vs previous 13F -575 shares

    0.16% of the 13F portfolio, value $1,949,091.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 5,844 shares
    Change vs previous 13F -539 shares

    0.17% of the 13F portfolio, value $1,941,302.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 6,383 shares
    Change vs previous 13F +575 shares

    0.2% of the 13F portfolio, value $2,036,210.

    13F-HR 0001085146-25-005152 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 5,808 shares
    Change vs previous 13F +485 shares

    0.18% of the 13F portfolio, value $1,562,742.

    13F-HR 0001085146-25-002654 filed by Advisor OS, LLC
    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 5,323 shares
    Change vs previous 13F +2,094 shares

    0.18% of the 13F portfolio, value $1,579,911.

    13F-HR 0001085146-25-000780 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,229 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $875,786.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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