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Disclosery

Edge Capital Group, LLC: AXP position timeline

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

Edge Capital Group, LLC held 6,451 AXP shares at 2024-12-31 per its 13F-HR filed 2025-02-04.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 6,451 shares
    Change vs previous 13F +1,113 shares

    0.1% of the 13F portfolio, value $1,914,695.

    13F-HR 0001765380-25-000038 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 5,338 shares
    Change vs previous 13F -35 shares

    0.06% of the 13F portfolio, value $1,447,609.

    13F-HR 0001765380-24-000438 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 5,373 shares
    Change vs previous 13F -109 shares

    0.06% of the 13F portfolio, value $1,244,030.

    13F-HR 0001765380-24-000332 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 5,482 shares
    Change vs previous 13F -30 shares

    0.06% of the 13F portfolio, value $1,248,188.

    13F-HR 0001765380-24-000211 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 5,512 shares
    Change vs previous 13F -549 shares

    0.06% of the 13F portfolio, value $1,032,632.

    13F-HR 0001765380-24-000102 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 6,061 shares
    Change vs previous 13F -27,952 shares

    0.06% of the 13F portfolio, value $904,271.

    13F-HR 0001765380-23-000232 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 34,013 shares
    Change vs previous 13F +640 shares

    0.34% of the 13F portfolio, value $5,925,121.

    13F-HR 0001765380-23-000154 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 33,373 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $5,504,908.

    13F-HR 0001765380-23-000091 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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