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Empire Financial Management Company, LLC: AXP position timeline

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

Empire Financial Management Company, LLC held 739 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 739 shares
    Change vs previous 13F -12,348 shares

    0.1% of the 13F portfolio, value $249,966.

    13F-HR 0001971875-26-000003 filed by Empire Financial Management 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 13,087 shares
    Change vs previous 13F -1,947 shares

    0.89% of the 13F portfolio, value $3,958,628.

    13F-HR 0001971875-26-000002 filed by Empire Financial Management 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 15,034 shares
    Change vs previous 13F 0 shares

    1.21% of the 13F portfolio, value $5,561,917.

    13F-HR 0001971875-26-000001 filed by Empire Financial Management 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 15,034 shares
    Change vs previous 13F +9 shares

    1.14% of the 13F portfolio, value $4,993,773.

    13F-HR 0001971875-25-000005 filed by Empire Financial Management 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 15,025 shares
    Change vs previous 13F -11 shares

    1.38% of the 13F portfolio, value $4,792,751.

    13F-HR 0001971875-25-000003 filed by Empire Financial Management 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 15,036 shares
    Change vs previous 13F -17 shares

    1.25% of the 13F portfolio, value $4,045,500.

    13F-HR 0001971875-25-000002 filed by Empire Financial Management 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 15,053 shares
    Change vs previous 13F -498 shares

    1.39% of the 13F portfolio, value $4,467,651.

    13F-HR 0001971875-25-000001 filed by Empire Financial Management 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 15,551 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $4,217,496.

    13F-HR 0001971875-24-000004 filed by Empire Financial Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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