Skip to content
Disclosery

Adalta Capital Management LLC: AXP position timeline

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

Adalta Capital Management LLC held 21,311 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,311 shares
    Change vs previous 13F -1,192 shares

    3.16% of the 13F portfolio, value $7,208,446.

    13F-HR 0001698926-26-000003 filed by Adalta Capital Management 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 22,503 shares
    Change vs previous 13F -740 shares

    3.26% of the 13F portfolio, value $6,806,707.

    13F-HR 0001698926-26-000002 filed by Adalta Capital Management 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 23,243 shares
    Change vs previous 13F -157 shares

    3.84% of the 13F portfolio, value $8,598,748.

    13F-HR 0001698926-26-000001 filed by Adalta Capital Management 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 23,400 shares
    Change vs previous 13F -45 shares

    3.53% of the 13F portfolio, value $7,772,544.

    13F-HR 0001698926-25-000007 filed by Adalta Capital Management 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 23,445 shares
    Change vs previous 13F -940 shares

    3.75% of the 13F portfolio, value $7,478,486.

    13F-HR 0001698926-25-000003 filed by Adalta Capital Management 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 24,385 shares
    Change vs previous 13F -400 shares

    3.49% of the 13F portfolio, value $6,560,784.

    13F-HR 0001698926-25-000002 filed by Adalta Capital Management 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 24,785 shares
    Change vs previous 13F -820 shares

    3.84% of the 13F portfolio, value $7,355,940.

    13F-HR 0001698926-25-000001 filed by Adalta Capital Management 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 25,605 shares
    Change vs previous 13F not available

    3.58% of the 13F portfolio, value $6,944,076.

    13F-HR 0001698926-24-000005 filed by Adalta Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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