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CEERA INVESTMENTS, LLC: AXP position timeline

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

CEERA INVESTMENTS, LLC held 20,598 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,598 shares
    Change vs previous 13F -680 shares

    2.95% of the 13F portfolio, value $6,967,274.

    13F-HR 0001860698-26-000003 filed by CEERA 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 21,278 shares
    Change vs previous 13F -2,209 shares

    2.82% of the 13F portfolio, value $6,436,169.

    13F-HR 0001860698-26-000002 filed by CEERA 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 23,487 shares
    Change vs previous 13F -4,672 shares

    3.36% of the 13F portfolio, value $8,689,016.

    13F-HR 0001860698-26-000001 filed by CEERA 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 28,159 shares
    Change vs previous 13F -1,607 shares

    2.92% of the 13F portfolio, value $9,353,293.

    13F-HR 0001860698-25-000005 filed by CEERA 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 29,766 shares
    Change vs previous 13F -235 shares

    2.91% of the 13F portfolio, value $9,494,759.

    13F-HR 0001860698-25-000004 filed by CEERA 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 30,001 shares
    Change vs previous 13F -75 shares

    2.78% of the 13F portfolio, value $8,071,769.

    13F-HR 0001860698-25-000002 filed by CEERA 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 30,076 shares
    Change vs previous 13F -632 shares

    3.06% of the 13F portfolio, value $8,926,256.

    13F-HR 0001860698-25-000001 filed by CEERA 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 30,708 shares
    Change vs previous 13F not available

    3.14% of the 13F portfolio, value $8,328,010.

    13F-HR 0001860698-24-000004 filed by CEERA INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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