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EAGLE ROCK INVESTMENT COMPANY, LLC: AXP position timeline

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

EAGLE ROCK INVESTMENT COMPANY, LLC held 44,662 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,662 shares
    Change vs previous 13F +261 shares

    1.87% of the 13F portfolio, value $15,106,922.

    13F-HR 0001951757-26-000955 filed by EAGLE ROCK INVESTMENT COMPANY, 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 44,401 shares
    Change vs previous 13F -112 shares

    1.95% of the 13F portfolio, value $13,430,414.

    13F-HR 0001951757-26-000549 filed by EAGLE ROCK INVESTMENT COMPANY, 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 44,513 shares
    Change vs previous 13F -35 shares

    2.32% of the 13F portfolio, value $16,467,584.

    13F-HR 0001951757-26-000080 filed by EAGLE ROCK INVESTMENT COMPANY, 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 44,548 shares
    Change vs previous 13F -1,124 shares

    2.21% of the 13F portfolio, value $14,797,064.

    13F-HR 0001951757-25-001330 filed by EAGLE ROCK INVESTMENT COMPANY, 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 45,672 shares
    Change vs previous 13F +258 shares

    2.31% of the 13F portfolio, value $14,568,600.

    13F-HR 0001951757-25-000937 filed by EAGLE ROCK INVESTMENT COMPANY, 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 45,414 shares
    Change vs previous 13F -5,701 shares

    2.1% of the 13F portfolio, value $12,218,637.

    13F-HR 0001951757-25-000331 filed by EAGLE ROCK INVESTMENT COMPANY, 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 51,115 shares
    Change vs previous 13F -144 shares

    2.52% of the 13F portfolio, value $15,170,421.

    13F-HR 0001951757-25-000025 filed by EAGLE ROCK INVESTMENT COMPANY, 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 51,259 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $13,901,441.

    13F-HR 0001951757-24-000970 filed by EAGLE ROCK INVESTMENT COMPANY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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