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Disclosery

Canopy Partners, LLC: AXP position timeline

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

Canopy Partners, LLC held 6,241 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,241 shares
    Change vs previous 13F +22 shares

    0.64% of the 13F portfolio, value $2,111,018.

    13F-HR 0001960860-26-000003 filed by Canopy Partners, 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 6,219 shares
    Change vs previous 13F +8 shares

    0.65% of the 13F portfolio, value $1,881,123.

    13F-HR 0001960860-26-000002 filed by Canopy Partners, 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 6,211 shares
    Change vs previous 13F +61 shares

    0.75% of the 13F portfolio, value $2,297,759.

    13F-HR 0001960860-26-000001 filed by Canopy Partners, 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 6,150 shares
    Change vs previous 13F -49 shares

    0.68% of the 13F portfolio, value $2,042,784.

    13F-HR 0001960860-25-000006 filed by Canopy Partners, 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 6,199 shares
    Change vs previous 13F +526 shares

    0.73% of the 13F portfolio, value $1,977,357.

    13F-HR 0001960860-25-000003 filed by Canopy Partners, 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 5,673 shares
    Change vs previous 13F +617 shares

    0.59% of the 13F portfolio, value $1,526,321.

    13F-HR 0001960860-25-000002 filed by Canopy Partners, 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 5,056 shares
    Change vs previous 13F +579 shares

    0.57% of the 13F portfolio, value $1,500,570.

    13F-HR 0001960860-25-000001 filed by Canopy Partners, 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 4,477 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,214,162.

    13F-HR 0001960860-24-000008 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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