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Kestra Advisory Services, LLC: AXP position timeline

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

Kestra Advisory Services, LLC held 137,660 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,660 shares
    Change vs previous 13F +11,722 shares

    0.1% of the 13F portfolio, value $46,563,374.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 54,809 shares
    • Kestra Advisory Services, LLC: 81,908 shares
    • Kestra Investment Management, LLC: 943 shares

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

  2. period ended2026-03-31
    13F 125,938 shares
    Change vs previous 13F +12,453 shares

    0.11% of the 13F portfolio, value $38,093,800.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 50,756 shares
    • Kestra Advisory Services, LLC: 75,182 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 113,485 shares
    Change vs previous 13F -1,517 shares

    0.12% of the 13F portfolio, value $41,983,661.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 43,529 shares
    • Kestra Advisory Services, LLC: 69,128 shares
    • Kestra Investment Management, LLC: 828 shares

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

  4. period ended2025-09-30
    13F 115,002 shares
    Change vs previous 13F +10,594 shares

    0.11% of the 13F portfolio, value $38,198,884.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 43,184 shares
    • Kestra Advisory Services, LLC: 66,290 shares
    • Kestra Investment Management, LLC: 5,528 shares

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

  5. period ended2025-06-30
    13F/A 104,408 shares
    Change vs previous 13F -1,365 shares

    0.11% of the 13F portfolio, value $33,304,056.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 41,533 shares
    • Kestra Advisory Services, LLC: 58,396 shares
    • Kestra Investment Management, LLC: 4,479 shares

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

  6. period ended2025-03-31
    13F/A 105,773 shares
    Change vs previous 13F +2,579 shares

    0.1% of the 13F portfolio, value $28,458,226.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 43,284 shares
    • Kestra Advisory Services, LLC: 57,744 shares
    • Kestra Investment Management, LLC: 4,745 shares

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

  7. period ended2024-12-31
    13F 103,194 shares
    Change vs previous 13F -22,485 shares

    0.11% of the 13F portfolio, value $30,626,931.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 40,671 shares
    • Kestra Advisory Services, LLC: 56,674 shares
    • Kestra Investment Management, LLC: 5,849 shares

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

  8. period ended2024-09-30
    13F 125,679 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $34,097,066.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 42,757 shares
    • Kestra Advisory Services, LLC: 79,010 shares
    • Kestra Investment Management, LLC: 3,912 shares

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