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Disclosery

David J Yvars Group: AXP position timeline

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

David J Yvars Group held 0 AXP shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 0 shares
    Change vs previous 13F -655 shares

    13F-HR 0001085146-26-000859 filed by David J Yvars Group
    Accepted , ingested

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

  2. period ended2026-06-30
    13F 655 shares
    Change vs previous 13F +655 shares

    0.11% of the 13F portfolio, value $221,554.

    13F-HR 0001836266-26-000003 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -655 shares

    13F-HR 0001836266-26-000002 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

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

  4. period ended2025-12-31
    13F 655 shares
    Change vs previous 13F -120 shares

    0.13% of the 13F portfolio, value $242,317.

    13F-HR 0001836266-26-000001 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 775 shares
    Change vs previous 13F -495 shares

    0.14% of the 13F portfolio, value $257,424.

    13F-HR 0001836266-25-000002 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,270 shares
    Change vs previous 13F +495 shares

    0.24% of the 13F portfolio, value $405,105.

    13F-HR 0001085146-25-003610 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 775 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $208,514.

    13F-HR 0001085146-25-002132 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 775 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $230,012.

    13F-HR 0001085146-25-000162 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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