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CALDWELL SUTTER CAPITAL, INC.: AXP position timeline

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

CALDWELL SUTTER CAPITAL, INC. held 5,739 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,739 shares
    Change vs previous 13F -1,599 shares

    0.73% of the 13F portfolio, value $1,941,054.

    13F-HR 0000702007-26-000009 filed by CALDWELL SUTTER CAPITAL, INC.
    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 7,338 shares
    Change vs previous 13F 0 shares

    0.9% of the 13F portfolio, value $2,219,741.

    13F-HR 0000702007-26-000007 filed by CALDWELL SUTTER CAPITAL, INC.
    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 7,338 shares
    Change vs previous 13F 0 shares

    1.15% of the 13F portfolio, value $2,714,855.

    13F-HR 0000702007-26-000002 filed by CALDWELL SUTTER CAPITAL, INC.
    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 7,338 shares
    Change vs previous 13F 0 shares

    1.04% of the 13F portfolio, value $2,437,524.

    13F-HR 0000702007-25-000010 filed by CALDWELL SUTTER CAPITAL, INC.
    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 7,338 shares
    Change vs previous 13F -71 shares

    1.07% of the 13F portfolio, value $2,340,790.

    13F-HR 0001415889-25-019662 filed by CALDWELL SUTTER CAPITAL, INC.
    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 7,409 shares
    Change vs previous 13F -10 shares

    0.95% of the 13F portfolio, value $1,993,476.

    13F-HR 0001415889-25-010784 filed by CALDWELL SUTTER CAPITAL, INC.
    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 7,419 shares
    Change vs previous 13F 0 shares

    1.02% of the 13F portfolio, value $2,201,969.

    13F-HR 0001415889-25-001734 filed by CALDWELL SUTTER CAPITAL, INC.
    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 7,419 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $2,012,099.

    13F-HR 0001415889-24-025629 filed by CALDWELL SUTTER CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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