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Lido Advisors, LLC: AXP position timeline

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

Lido Advisors, LLC held 80,183 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,183 shares
    Change vs previous 13F +2,937 shares

    0.1% of the 13F portfolio, value $27,122,350.

    13F-HR 0001172661-26-003159 filed by Lido Advisors, 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 77,246 shares
    Change vs previous 13F -29,059 shares

    0.09% of the 13F portfolio, value $23,365,879.

    13F-HR 0001172661-26-001805 filed by Lido Advisors, 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 106,305 shares
    Change vs previous 13F +2,306 shares

    0.14% of the 13F portfolio, value $36,658,512.

    13F-HR 0001172661-26-000582 filed by Lido Advisors, 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 103,999 shares
    Change vs previous 13F +32,215 shares

    0.14% of the 13F portfolio, value $34,544,408.

    13F-HR 0001172661-25-004894 filed by Lido Advisors, 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 71,784 shares
    Change vs previous 13F -18,759 shares

    0.12% of the 13F portfolio, value $22,897,815.

    13F-HR 0001172661-25-003111 filed by Lido Advisors, 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 90,543 shares
    Change vs previous 13F +29,543 shares

    0.14% of the 13F portfolio, value $24,360,626.

    13F-HR 0001172661-25-002184 filed by Lido Advisors, 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 61,000 shares
    Change vs previous 13F -7,138 shares

    0.11% of the 13F portfolio, value $18,104,287.

    13F-HR 0001172661-25-001102 filed by Lido Advisors, 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 68,138 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $18,479,209.

    13F-HR 0001172661-24-004928 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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