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Disclosery

Broderick Brian C: AXP position timeline

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

Broderick Brian C held 15,005 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,005 shares
    Change vs previous 13F +3,425 shares

    0.79% of the 13F portfolio, value $5,075,441.

    13F-HR 0001314376-26-000005 filed by Broderick Brian C
    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 11,580 shares
    Change vs previous 13F +1,677 shares

    0.65% of the 13F portfolio, value $3,502,718.

    13F-HR 0001314376-26-000002 filed by Broderick Brian C
    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 9,903 shares
    Change vs previous 13F +2,546 shares

    0.69% of the 13F portfolio, value $3,663,614.

    13F-HR 0001314376-26-000001 filed by Broderick Brian C
    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 7,357 shares
    Change vs previous 13F +1,489 shares

    0.46% of the 13F portfolio, value $2,443,701.

    13F-HR 0001314376-25-000009 filed by Broderick Brian C
    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 5,868 shares
    Change vs previous 13F +3,411 shares

    0.37% of the 13F portfolio, value $1,871,776.

    13F-HR 0001314376-25-000001 filed by Broderick Brian C
    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 2,457 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $661,055.

    13F-HR 0001494234-25-000010 filed by Broderick Brian C
    Filed (acceptance time not in the bulk data set), ingested

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