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Diversify Advisory Services, LLC: AXP position timeline

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

Diversify Advisory Services, LLC held 45,192 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,192 shares
    Change vs previous 13F +18,788 shares

    0.13% of the 13F portfolio, value $15,156,986.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 22,596 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 22,596 shares

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

  2. period ended2026-03-31
    13F 26,404 shares
    Change vs previous 13F +3,405 shares

    0.15% of the 13F portfolio, value $8,334,505.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 26,404 shares

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

  3. period ended2025-12-31
    13F 22,999 shares
    Change vs previous 13F -347 shares

    0.16% of the 13F portfolio, value $8,308,179.

    13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 10,937 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,062 shares

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

  4. period ended2025-09-30
    13F 23,346 shares
    Change vs previous 13F +1,562 shares

    0.18% of the 13F portfolio, value $8,442,281.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 11,018 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,328 shares

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

  5. period ended2025-06-30
    13F 21,784 shares
    Change vs previous 13F +5,604 shares

    0.16% of the 13F portfolio, value $6,605,133.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 10,001 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,783 shares

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

  6. period ended2025-03-31
    13F 16,180 shares
    Change vs previous 13F +894 shares

    0.15% of the 13F portfolio, value $4,320,309.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 4,830 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,350 shares

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

  7. period ended2024-12-31
    13F 15,286 shares
    Change vs previous 13F -1,278 shares

    0.14% of the 13F portfolio, value $4,483,354.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 4,213 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,073 shares

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

  8. period ended2024-09-30
    13F 16,564 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,499,300.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 5,503 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,061 shares

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