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Disclosery

Diversified, LLC: AXP position timeline

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

Diversified, LLC held 1,900 AXP shares at 2024-09-30 per its 13F-HR filed 2024-11-13.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 1,900 shares
    Change vs previous 13F -2 shares

    0.06% of the 13F portfolio, value $515,182.

    13F-HR 0001172661-24-004609 filed by Diversified, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 1,902 shares
    Change vs previous 13F +206 shares

    0.05% of the 13F portfolio, value $440,325.

    13F-HR 0001172661-24-002897 filed by Diversified, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 1,696 shares
    Change vs previous 13F +49 shares

    0.05% of the 13F portfolio, value $386,080.

    13F-HR 0001172661-24-001994 filed by Diversified, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 1,647 shares
    Change vs previous 13F +1,647 shares

    0.07% of the 13F portfolio, value $308,482.

    13F-HR 0001172661-24-000415 filed by Diversified, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 0 shares
    Change vs previous 13F -2,596 shares

    13F-HR 0001172661-23-001759 filed by Diversified, LLC
    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.

  6. period ended2022-12-31
    13F 2,596 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $383,506.

    13F-HR 0001172661-23-000698 filed by Diversified, LLC
    Filed (acceptance time not in the bulk data set), ingested

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