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Disclosery

Barton Investment Management: AXP position timeline

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

Barton Investment Management held 1,460 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,460 shares
    Change vs previous 13F -65 shares

    0.07% of the 13F portfolio, value $493,845.

    13F-HR 0001387818-26-000003 filed by Barton Investment Management
    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 1,525 shares
    Change vs previous 13F -19 shares

    0.06% of the 13F portfolio, value $461,282.

    13F-HR 0001387818-26-000002 filed by Barton Investment Management
    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 1,544 shares
    Change vs previous 13F -191 shares

    0.06% of the 13F portfolio, value $571,203.

    13F-HR 0001387818-26-000001 filed by Barton Investment Management
    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 1,735 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $576,298.

    13F-HR 0001387818-25-000005 filed by Barton Investment Management
    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 1,735 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $553,431.

    13F-HR 0001387818-25-000004 filed by Barton Investment Management
    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 1,735 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $466,802.

    13F-HR 0001387818-25-000002 filed by Barton Investment Management
    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 1,735 shares
    Change vs previous 13F -165 shares

    0.05% of the 13F portfolio, value $514,931.

    13F-HR 0001387818-25-000001 filed by Barton Investment Management
    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 1,900 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $515,280.

    13F-HR 0001387818-24-000005 filed by Barton Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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