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Disclosery

CHOREO, LLC: AXP position timeline

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

CHOREO, LLC held 24,888 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,888 shares
    Change vs previous 13F -879 shares

    0.09% of the 13F portfolio, value $8,418,267.

    13F-HR 0001214659-26-009507 filed by CHOREO, 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 25,767 shares
    Change vs previous 13F +1,167 shares

    0.1% of the 13F portfolio, value $7,794,007.

    13F-HR 0001214659-26-006019 filed by CHOREO, 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 24,600 shares
    Change vs previous 13F +611 shares

    0.12% of the 13F portfolio, value $9,185,565.

    13F-HR 0001214659-26-000775 filed by CHOREO, 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 23,989 shares
    Change vs previous 13F +1,026 shares

    0.1% of the 13F portfolio, value $7,968,088.

    13F-HR 0001214659-25-016169 filed by CHOREO, 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 22,963 shares
    Change vs previous 13F +434 shares

    0.1% of the 13F portfolio, value $7,324,889.

    13F-HR 0001214659-25-011879 filed by CHOREO, 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 22,529 shares
    Change vs previous 13F -776 shares

    0.09% of the 13F portfolio, value $6,061,362.

    13F-HR 0001214659-25-006995 filed by CHOREO, 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 23,305 shares
    Change vs previous 13F +5,270 shares

    0.1% of the 13F portfolio, value $6,926,412.

    13F-HR 0001214659-25-001353 filed by CHOREO, 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 18,035 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,844,188.

    13F-HR 0001214659-24-018521 filed by CHOREO, LLC
    Filed (acceptance time not in the bulk data set), ingested

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