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Disclosery

BAILARD, INC.: AXP position timeline

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

BAILARD, INC. held 20,131 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,131 shares
    Change vs previous 13F +898 shares

    0.14% of the 13F portfolio, value $6,809,311.

    13F-HR 0001172661-26-002958 filed by BAILARD, INC.
    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 19,233 shares
    Change vs previous 13F -2,156 shares

    0.13% of the 13F portfolio, value $5,817,598.

    13F-HR 0001172661-26-001642 filed by BAILARD, INC.
    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 21,389 shares
    Change vs previous 13F -1,007 shares

    0.18% of the 13F portfolio, value $7,912,861.

    13F-HR 0001172661-26-000466 filed by BAILARD, INC.
    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 22,396 shares
    Change vs previous 13F -1,537 shares

    0.16% of the 13F portfolio, value $7,439,055.

    13F-HR 0001172661-25-004491 filed by BAILARD, INC.
    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 23,933 shares
    Change vs previous 13F +13,525 shares

    0.18% of the 13F portfolio, value $7,634,148.

    13F-HR 0001172661-25-002963 filed by BAILARD, INC.
    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 10,408 shares
    Change vs previous 13F +96 shares

    0.07% of the 13F portfolio, value $2,800,272.

    13F-HR 0001172661-25-001565 filed by BAILARD, INC.
    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 10,312 shares
    Change vs previous 13F +21 shares

    0.08% of the 13F portfolio, value $3,060,498.

    13F-HR 0001172661-25-000513 filed by BAILARD, INC.
    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 10,291 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,790,919.

    13F-HR 0001172661-24-004423 filed by BAILARD, INC.
    Filed (acceptance time not in the bulk data set), ingested

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