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Elefante Mark B: AXP position timeline

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

Elefante Mark B held 13,298 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,298 shares
    Change vs previous 13F +2,568 shares

    1.94% of the 13F portfolio, value $4,498,049.

    13F-HR 0001661535-26-000003 filed by Elefante Mark B
    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 10,730 shares
    Change vs previous 13F +4,088 shares

    1.79% of the 13F portfolio, value $3,245,611.

    13F-HR 0001661535-26-000002 filed by Elefante Mark B
    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 6,642 shares
    Change vs previous 13F +2,134 shares

    1.51% of the 13F portfolio, value $2,457,207.

    13F-HR 0001661535-26-000001 filed by Elefante Mark B
    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 4,508 shares
    Change vs previous 13F +1,899 shares

    0.96% of the 13F portfolio, value $1,497,377.

    13F-HR 0001661535-25-000004 filed by Elefante Mark B
    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 2,609 shares
    Change vs previous 13F +1,823 shares

    0.63% of the 13F portfolio, value $832,219.

    13F-HR 0001661536-25-000004 filed by Elefante Mark B
    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 786 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $211,473.

    13F-HR 0001661535-25-000001 filed by Elefante Mark B
    Filed (acceptance time not in the bulk data set), ingested

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