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Disclosery

Claris Financial LLC: AXP position timeline

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

Claris Financial LLC held 1,173 AXP shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 1,173 shares
    Change vs previous 13F +2 shares

    0.19% of the 13F portfolio, value $354,713.

    13F-HR 0001213900-26-058149 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 1,171 shares
    Change vs previous 13F +135 shares

    0.23% of the 13F portfolio, value $433,267.

    13F-HR 0001213900-26-018373 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 1,036 shares
    Change vs previous 13F +68 shares

    0.2% of the 13F portfolio, value $343,965.

    13F-HR 0001213900-26-040912 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 968 shares
    Change vs previous 13F +4 shares

    0.23% of the 13F portfolio, value $308,694.

    13F-HR 0001213900-25-080559 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 964 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $286,242.

    13F-HR 0001213900-25-055338 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 964 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $286,242.

    13F-HR 0001213900-25-054892 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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