COTTONWOOD CAPITAL ADVISORS, LLC: AXP position timeline

COTTONWOOD CAPITAL ADVISORS, LLC held 0 AXP shares at 2025-09-30 per its 13F-HR filed 2025-10-22.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -1,020 shares

   13F-HR 0001903321-25-000002 filed by COTTONWOOD CAPITAL ADVISORS, LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 1,020 shares

   Change vs previous 13F 0 shares

   0.22% of the 13F portfolio, value $325,480.

   13F-HR 0001085146-25-004240 filed by COTTONWOOD CAPITAL ADVISORS, LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 1,020 shares

   Change vs previous 13F -240 shares

   0.2% of the 13F portfolio, value $274,408.

   13F-HR 0001085146-25-002291 filed by COTTONWOOD CAPITAL ADVISORS, LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 1,260 shares

   Change vs previous 13F +194 shares

   0.27% of the 13F portfolio, value $373,825.

   13F-HR 0001085146-25-000362 filed by COTTONWOOD CAPITAL ADVISORS, LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 1,066 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $289,145.

   13F-HR 0001085146-24-005357 filed by COTTONWOOD CAPITAL ADVISORS, LLC
   Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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