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Ervin Investment Management, LLC: AXP position timeline

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

Ervin Investment Management, LLC held 3,488 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,488 shares
    Change vs previous 13F -383 shares

    0.64% of the 13F portfolio, value $1,179,816.

    13F-HR 0001907802-26-000005 filed by Ervin Investment 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 3,871 shares
    Change vs previous 13F -85 shares

    0.69% of the 13F portfolio, value $1,170,998.

    13F-HR 0001907802-26-000003 filed by Ervin Investment 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/A 3,956 shares
    Change vs previous 13F -190 shares

    0.82% of the 13F portfolio, value $1,463,642.

    13F-HR/A 0001907802-26-000002 filed by Ervin Investment 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 ended2025-09-30
    13F 4,146 shares
    Change vs previous 13F -120 shares

    0.79% of the 13F portfolio, value $1,377,243.

    13F-HR 0001907802-25-000006 filed by Ervin Investment Management, 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 4,266 shares
    Change vs previous 13F 0 shares

    0.85% of the 13F portfolio, value $1,360,872.

    13F-HR 0001907802-25-000005 filed by Ervin Investment 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 ended2025-03-31
    13F 4,266 shares
    Change vs previous 13F 0 shares

    0.77% of the 13F portfolio, value $1,147,854.

    13F-HR 0001907802-25-000003 filed by Ervin Investment 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 ended2024-12-31
    13F 4,266 shares
    Change vs previous 13F -125 shares

    0.82% of the 13F portfolio, value $1,266,202.

    13F-HR 0001907802-25-000001 filed by Ervin Investment Management, 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 4,391 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,190,927.

    13F-HR 0001907802-24-000005 filed by Ervin Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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