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Disclosery

Callan Capital, LLC: AXP position timeline

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

Callan Capital, LLC held 1,770 AXP shares at 2025-03-31 per its 13F-HR filed 2025-04-29.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 1,770 shares
    Change vs previous 13F +305 shares

    0.04% of the 13F portfolio, value $476,219.

    13F-HR 0001542166-25-000005 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 1,465 shares
    Change vs previous 13F -195 shares

    0.03% of the 13F portfolio, value $434,797.

    13F-HR 0001542166-25-000003 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 1,660 shares
    Change vs previous 13F +390 shares

    0.03% of the 13F portfolio, value $450,192.

    13F-HR 0001542166-24-000015 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F/A 1,270 shares
    Change vs previous 13F +66 shares

    0.02% of the 13F portfolio, value $294,069.

    13F-HR/A 0001542166-24-000013 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F/A 1,204 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $274,139.

    13F-HR/A 0001542166-24-000011 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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