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Disclosery

Caldwell Trust Co: AXP position timeline

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

Caldwell Trust Co held 18,631 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,631 shares
    Change vs previous 13F -23 shares

    0.51% of the 13F portfolio, value $6,301,936.

    13F-HR 0001420506-26-001370 filed by Caldwell Trust Co
    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 18,654 shares
    Change vs previous 13F +549 shares

    0.5% of the 13F portfolio, value $5,642,462.

    13F-HR 0001420506-26-000706 filed by Caldwell Trust Co
    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 18,105 shares
    Change vs previous 13F +382 shares

    0.6% of the 13F portfolio, value $6,697,945.

    13F-HR 0001420506-26-000112 filed by Caldwell Trust Co
    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 17,723 shares
    Change vs previous 13F +192 shares

    0.55% of the 13F portfolio, value $5,886,872.

    13F-HR 0001420506-25-002900 filed by Caldwell Trust Co
    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 17,531 shares
    Change vs previous 13F -1,270 shares

    0.56% of the 13F portfolio, value $5,592,038.

    13F-HR 0001420506-25-002730 filed by Caldwell Trust Co
    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 18,801 shares
    Change vs previous 13F +345 shares

    0.54% of the 13F portfolio, value $5,058,409.

    13F-HR 0001420506-25-002738 filed by Caldwell Trust Co
    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 18,456 shares
    Change vs previous 13F +1,137 shares

    0.57% of the 13F portfolio, value $5,477,556.

    13F-HR 0001420506-25-002748 filed by Caldwell Trust Co
    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 17,319 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $4,696,913.

    13F-HR 0001420506-25-002749 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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