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BLALOCK WILLIAMS, LLC: AXP position timeline

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

BLALOCK WILLIAMS, LLC held 2,275 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,275 shares
    Change vs previous 13F +61 shares

    0.5% of the 13F portfolio, value $769,519.

    13F-HR 0001951757-26-001139 filed by BLALOCK WILLIAMS, 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 2,214 shares
    Change vs previous 13F +1,615 shares

    0.52% of the 13F portfolio, value $669,691.

    13F-HR 0001951757-26-000866 filed by BLALOCK WILLIAMS, 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 599 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $221,600.

    13F-HR 0001951757-26-000331 filed by BLALOCK WILLIAMS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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