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Disclosery

Cohen Klingenstein LLC: AXP position timeline

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

Cohen Klingenstein LLC held 178,387 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 178,387 shares
    Change vs previous 13F -1,840 shares

    1.73% of the 13F portfolio, value $60,339,403.

    13F-HR 0001453620-26-000012 filed by Cohen Klingenstein 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 180,227 shares
    Change vs previous 13F -1,285 shares

    1.76% of the 13F portfolio, value $54,515,063.

    13F-HR 0001453620-26-000010 filed by Cohen Klingenstein 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 181,512 shares
    Change vs previous 13F -4,650 shares

    2.04% of the 13F portfolio, value $67,150,364.

    13F-HR 0001453620-26-000003 filed by Cohen Klingenstein 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 186,162 shares
    Change vs previous 13F 0 shares

    1.94% of the 13F portfolio, value $61,835,570.

    13F-HR 0001453620-25-000014 filed by Cohen Klingenstein 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 186,162 shares
    Change vs previous 13F -760 shares

    1.98% of the 13F portfolio, value $59,381,955.

    13F-HR 0001453620-25-000008 filed by Cohen Klingenstein 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 186,922 shares
    Change vs previous 13F 0 shares

    1.82% of the 13F portfolio, value $50,291,364.

    13F-HR 0001453620-25-000006 filed by Cohen Klingenstein 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 186,922 shares
    Change vs previous 13F -8,000 shares

    1.9% of the 13F portfolio, value $55,476,580.

    13F-HR 0001453620-25-000004 filed by Cohen Klingenstein 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 194,922 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $52,862,846.

    13F-HR 0001453620-24-000013 filed by Cohen Klingenstein LLC
    Filed (acceptance time not in the bulk data set), ingested

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