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Disclosery

Aureus Asset Management, LLC: AXP position timeline

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

Aureus Asset Management, LLC held 110,783 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 110,783 shares
    Change vs previous 13F -410 shares

    2.28% of the 13F portfolio, value $37,472,644.

    13F-HR 0001398344-26-014481 filed by Aureus Asset 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 111,193 shares
    Change vs previous 13F -27,116 shares

    2.24% of the 13F portfolio, value $33,633,774.

    13F-HR 0001381296-26-000002 filed by Aureus Asset 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 138,309 shares
    Change vs previous 13F -1,373 shares

    3.26% of the 13F portfolio, value $51,167,388.

    13F-HR 0001381296-26-000001 filed by Aureus Asset 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 139,682 shares
    Change vs previous 13F -7,386 shares

    3.02% of the 13F portfolio, value $46,396,686.

    13F-HR 0001381296-25-000005 filed by Aureus Asset 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 147,068 shares
    Change vs previous 13F +9,933 shares

    3% of the 13F portfolio, value $46,911,592.

    13F-HR 0001381296-25-000003 filed by Aureus Asset 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 137,135 shares
    Change vs previous 13F -668 shares

    2.59% of the 13F portfolio, value $36,896,241.

    13F-HR 0001381296-25-000002 filed by Aureus Asset 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 137,803 shares
    Change vs previous 13F -2,296 shares

    2.64% of the 13F portfolio, value $40,898,574.

    13F-HR 0001381296-25-000001 filed by Aureus Asset 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 140,099 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $37,994,814.

    13F-HR 0001381296-24-000004 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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