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Cresset Asset Management, LLC: AXP position timeline

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

Cresset Asset Management, LLC held 59,984 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,984 shares
    Change vs previous 13F +10,363 shares

    0.07% of the 13F portfolio, value $20,289,713.

    13F-HR 0001172661-26-003461 filed by Cresset Asset Management, 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 49,621 shares
    Change vs previous 13F +733 shares

    0.06% of the 13F portfolio, value $15,009,521.

    13F-HR 0001172661-26-002185 filed by Cresset Asset Management, 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 48,888 shares
    Change vs previous 13F -140 shares

    0.08% of the 13F portfolio, value $18,085,996.

    13F-HR 0001172661-26-001073 filed by Cresset Asset Management, 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/A 49,028 shares
    Change vs previous 13F +444 shares

    0.07% of the 13F portfolio, value $16,284,995.

    13F-HR/A 0001172661-26-000269 filed by Cresset Asset Management, 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/A 48,584 shares
    Change vs previous 13F -4,910 shares

    0.08% of the 13F portfolio, value $15,497,297.

    13F-HR/A 0001172661-26-000268 filed by Cresset Asset Management, 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 53,494 shares
    Change vs previous 13F -2,567 shares

    0.07% of the 13F portfolio, value $14,392,505.

    13F-HR 0001172661-25-001764 filed by Cresset Asset Management, 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 56,061 shares
    Change vs previous 13F -45,806 shares

    0.08% of the 13F portfolio, value $16,638,324.

    13F-HR 0001172661-25-000925 filed by Cresset Asset Management, 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 101,867 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $27,626,485.

    13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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