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Disclosery

Clean Yield Group: AXP position timeline

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

Clean Yield Group held 3,079 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,079 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $1,041,472.

    13F-HR 0001525865-26-000003 filed by Clean Yield Group
    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 3,079 shares
    Change vs previous 13F -16 shares

    0.26% of the 13F portfolio, value $931,336.

    13F-HR 0001525865-26-000002 filed by Clean Yield Group
    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 3,095 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $1,144,995.

    13F-HR 0001525865-26-000001 filed by Clean Yield Group
    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 3,095 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $1,028,035.

    13F-HR 0001525865-25-000010 filed by Clean Yield Group
    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 3,095 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $987,243.

    13F-HR 0001525865-25-000005 filed by Clean Yield Group
    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 3,095 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $832,710.

    13F-HR 0001525865-25-000002 filed by Clean Yield Group
    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 3,095 shares
    Change vs previous 13F -40 shares

    0.29% of the 13F portfolio, value $918,565.

    13F-HR 0001525865-25-000001 filed by Clean Yield Group
    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 3,135 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $850,212.

    13F-HR 0001525865-24-000008 filed by Clean Yield Group
    Filed (acceptance time not in the bulk data set), ingested

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