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COURIER CAPITAL LLC: AXP position timeline

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

COURIER CAPITAL LLC held 19,147 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,147 shares
    Change vs previous 13F +641 shares

    0.32% of the 13F portfolio, value $6,476,413.

    13F-HR 0001420506-26-001243 filed by COURIER CAPITAL 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/A 18,506 shares
    Change vs previous 13F -589 shares

    0.31% of the 13F portfolio, value $5,597,568.

    13F-HR/A 0001420506-26-000719 filed by COURIER CAPITAL 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 19,095 shares
    Change vs previous 13F -360 shares

    0.4% of the 13F portfolio, value $7,064,344.

    13F-HR 0001420506-26-000097 filed by COURIER CAPITAL 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 19,455 shares
    Change vs previous 13F -315 shares

    0.37% of the 13F portfolio, value $6,462,246.

    13F-HR 0001420506-25-002924 filed by COURIER CAPITAL 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 19,770 shares
    Change vs previous 13F -215 shares

    0.38% of the 13F portfolio, value $6,306,234.

    13F-HR 0001420506-25-001593 filed by COURIER CAPITAL 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 19,985 shares
    Change vs previous 13F +1,517 shares

    0.35% of the 13F portfolio, value $5,376,964.

    13F-HR 0001420506-25-000761 filed by COURIER CAPITAL 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 18,468 shares
    Change vs previous 13F -12 shares

    0.38% of the 13F portfolio, value $5,481,117.

    13F-HR 0001420506-25-000024 filed by COURIER CAPITAL 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 18,480 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $5,011,776.

    13F-HR 0001420506-24-002168 filed by COURIER CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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