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Disclosery

Ballentine Partners, LLC: AXP position timeline

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

Ballentine Partners, LLC held 23,501 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,501 shares
    Change vs previous 13F -428 shares

    0.1% of the 13F portfolio, value $7,949,215.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, 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 23,929 shares
    Change vs previous 13F +1,145 shares

    0.1% of the 13F portfolio, value $7,238,045.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, 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 22,784 shares
    Change vs previous 13F -344 shares

    0.12% of the 13F portfolio, value $8,428,941.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, 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 23,128 shares
    Change vs previous 13F +1,077 shares

    0.11% of the 13F portfolio, value $7,682,196.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, 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 22,051 shares
    Change vs previous 13F +3,031 shares

    0.11% of the 13F portfolio, value $7,033,827.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, 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 19,020 shares
    Change vs previous 13F -71 shares

    0.09% of the 13F portfolio, value $5,117,331.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, 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 19,091 shares
    Change vs previous 13F -536 shares

    0.1% of the 13F portfolio, value $5,666,019.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, 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 19,627 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $5,322,842.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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