Skip to content
Disclosery

Embree Financial Group: AXP position timeline

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

Embree Financial Group held 3,731 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,731 shares
    Change vs previous 13F +18 shares

    0.13% of the 13F portfolio, value $1,262,141.

    13F-HR 0002085853-26-000741 filed by Embree Financial Group
    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 3,713 shares
    Change vs previous 13F +328 shares

    0.13% of the 13F portfolio, value $1,123,022.

    13F-HR 0002085853-26-000476 filed by Embree Financial Group
    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 3,385 shares
    Change vs previous 13F -11 shares

    0.15% of the 13F portfolio, value $1,252,281.

    13F-HR 0002085853-26-000033 filed by Embree Financial Group
    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 3,396 shares
    Change vs previous 13F -1 shares

    0.15% of the 13F portfolio, value $1,128,101.

    13F-HR 0002085853-25-000037 filed by Embree Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 3,397 shares
    Change vs previous 13F +230 shares

    0.16% of the 13F portfolio, value $1,083,546.

    13F-HR 0001667731-25-000842 filed by Embree Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 3,167 shares
    Change vs previous 13F +129 shares

    0.14% of the 13F portfolio, value $852,081.

    13F-HR 0001667731-25-000496 filed by Embree Financial Group
    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 3,038 shares
    Change vs previous 13F +4 shares

    0.15% of the 13F portfolio, value $901,785.

    13F-HR 0001667731-25-000074 filed by Embree Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,034 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $822,687.

    13F-HR 0002020860-24-000004 filed by Embree Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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