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Disclosery

BFSG, LLC: AXP position timeline

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

BFSG, LLC held 20,026 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 20,026 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $6,773,788.

    13F-HR 0001706836-26-000003 filed by BFSG, 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 20,026 shares
    Change vs previous 13F +821 shares

    0.57% of the 13F portfolio, value $6,057,439.

    13F-HR 0001706836-26-000002 filed by BFSG, 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 19,205 shares
    Change vs previous 13F -124 shares

    0.69% of the 13F portfolio, value $7,104,833.

    13F-HR 0001706836-26-000001 filed by BFSG, 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 19,329 shares
    Change vs previous 13F +380 shares

    0.62% of the 13F portfolio, value $6,420,247.

    13F-HR 0001706836-25-000007 filed by BFSG, 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 18,949 shares
    Change vs previous 13F -16 shares

    0.68% of the 13F portfolio, value $6,044,254.

    13F-HR 0001706836-25-000005 filed by BFSG, 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 18,965 shares
    Change vs previous 13F -64 shares

    0.62% of the 13F portfolio, value $5,102,427.

    13F-HR 0001706836-25-000004 filed by BFSG, 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 19,029 shares
    Change vs previous 13F -830 shares

    0.66% of the 13F portfolio, value $5,647,479.

    13F-HR 0001706836-25-000002 filed by BFSG, 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 19,859 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $5,385,886.

    13F-HR 0001706836-24-000008 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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