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Disclosery

Empirical Asset Management, LLC: AXP position timeline

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

Empirical Asset Management, LLC held 2,333 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,333 shares
    Change vs previous 13F +76 shares

    0.18% of the 13F portfolio, value $789,293.

    13F-HR 0001951757-26-001200 filed by Empirical Asset Management, 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 2,257 shares
    Change vs previous 13F -298 shares

    0.18% of the 13F portfolio, value $682,644.

    13F-HR 0001951757-26-000815 filed by Empirical Asset Management, 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 2,555 shares
    Change vs previous 13F +2,555 shares

    0.06% of the 13F portfolio, value $228,650.

    13F-HR 0001951757-26-000393 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -3,010 shares

    13F-HR 0001951757-25-000983 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 3,010 shares
    Change vs previous 13F -14,973 shares

    0.28% of the 13F portfolio, value $809,949.

    13F-HR 0001951757-25-000538 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 17,983 shares
    Change vs previous 13F +14,426 shares

    0.34% of the 13F portfolio, value $1,026,004.

    13F-HR 0001951757-25-000026 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 3,557 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $964,782.

    13F-HR 0001951757-24-001012 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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