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Virtus Investment Advisers, LLC: AXP position timeline

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

Virtus Investment Advisers, LLC held 5,654 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,654 shares
    Change vs previous 13F +375 shares

    0.45% of the 13F portfolio, value $1,912,466.

    13F-HR 0000019481-26-000008 filed by Virtus Investment Advisers, 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 5,279 shares
    Change vs previous 13F -4 shares

    0.44% of the 13F portfolio, value $1,596,792.

    13F-HR 0000019481-26-000004 filed by Virtus Investment Advisers, 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 5,283 shares
    Change vs previous 13F -618 shares

    0.53% of the 13F portfolio, value $1,954,446.

    13F-HR 0000019481-26-000002 filed by Virtus Investment Advisers, 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 5,901 shares
    Change vs previous 13F +668 shares

    0.56% of the 13F portfolio, value $1,960,076.

    13F-HR 0001628280-25-052170 filed by Virtus Investment Advisers, 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 5,233 shares
    Change vs previous 13F +752 shares

    0.56% of the 13F portfolio, value $1,669,222.

    13F-HR 0001587281-25-000007 filed by Virtus Investment Advisers, 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/A 4,481 shares
    Change vs previous 13F +237 shares

    0.33% of the 13F portfolio, value $1,205,613.

    13F-HR 0000019481-25-000015 filed by Virtus Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Virtus Investment Advisers, LLC: 4,481 shares
    • VIRTUS ADVISERS, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 4,244 shares
    Change vs previous 13F +643 shares

    0.51% of the 13F portfolio, value $1,259,577.

    13F-HR 0001591068-25-000007 filed by VIRTUS ADVISERS, 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 3,601 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $976,591.

    13F-HR 0001862664-24-000010 filed by VIRTUS ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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