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Bruce G. Allen Investments, LLC: AXP position timeline

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

Bruce G. Allen Investments, LLC held 408 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 408 shares
    Change vs previous 13F -7 shares

    0.09% of the 13F portfolio, value $138,006.

    13F-HR 0001986152-26-000096 filed by Bruce G. Allen Investments, 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 415 shares
    Change vs previous 13F -21 shares

    0.08% of the 13F portfolio, value $125,529.

    13F-HR 0001986152-26-000079 filed by Bruce G. Allen Investments, 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 436 shares
    Change vs previous 13F -19 shares

    0.11% of the 13F portfolio, value $161,298.

    13F-HR 0001986152-26-000022 filed by Bruce G. Allen Investments, 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 455 shares
    Change vs previous 13F -182 shares

    0.11% of the 13F portfolio, value $151,133.

    13F-HR 0002005409-25-000006 filed by Bruce G. Allen Investments, 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 637 shares
    Change vs previous 13F +58 shares

    0.15% of the 13F portfolio, value $203,190.

    13F-HR 0002005409-25-000003 filed by Bruce G. Allen Investments, 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 579 shares
    Change vs previous 13F -43 shares

    0.12% of the 13F portfolio, value $155,780.

    13F-HR 0002005409-25-000002 filed by Bruce G. Allen Investments, 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 622 shares
    Change vs previous 13F -9 shares

    0.15% of the 13F portfolio, value $184,603.

    13F-HR 0002005409-25-000001 filed by Bruce G. Allen Investments, 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 631 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $171,127.

    13F-HR 0002005409-24-000005 filed by Bruce G. Allen Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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