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Disclosery

Clayton Financial Group LLC: AXP position timeline

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

Clayton Financial Group LLC held 3,683 AXP shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,683 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $1,120,001.

    13F-HR 0002011212-26-000005 filed by Clayton Financial Group LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,683 shares
    Change vs previous 13F -280 shares

    0.69% of the 13F portfolio, value $1,245,775.

    13F-HR 0002011212-26-000004 filed by Clayton Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,963 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $1,198,729.

    13F-HR 0002011212-26-000002 filed by Clayton Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,963 shares
    Change vs previous 13F +280 shares

    0.75% of the 13F portfolio, value $1,466,112.

    13F-HR 0002011212-26-000001 filed by Clayton Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,683 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,223,346.

    13F-HR 0002011212-25-000007 filed by Clayton Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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