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Gradient Investments LLC: AXP position timeline

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

Gradient Investments LLC held 3,028 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 3,028 shares
    Change vs previous 13F +448 shares

    0.01% of the 13F portfolio, value $920,787.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,580 shares
    Change vs previous 13F +1,074 shares

    0.01% of the 13F portfolio, value $872,654.

    13F-HR 0001542265-26-000005 filed by Gradient Investments 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 1,506 shares
    Change vs previous 13F -52 shares

    0.01% of the 13F portfolio, value $455,507.

    13F-HR 0001542265-26-000003 filed by Gradient Investments 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 1,558 shares
    Change vs previous 13F -590 shares

    0.01% of the 13F portfolio, value $576,348.

    13F-HR 0001542265-26-000001 filed by Gradient Investments 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 2,148 shares
    Change vs previous 13F -93 shares

    0.01% of the 13F portfolio, value $713,449.

    13F-HR 0001542265-25-000007 filed by Gradient Investments 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 2,241 shares
    Change vs previous 13F -45,526 shares

    0.01% of the 13F portfolio, value $714,805.

    13F-HR 0001542265-25-000004 filed by Gradient Investments 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 47,767 shares
    Change vs previous 13F -499 shares

    0.26% of the 13F portfolio, value $12,851,787.

    13F-HR 0001542265-25-000003 filed by Gradient Investments 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 48,266 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $14,324,857.

    13F-HR 0001542265-25-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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