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Disclosery

Ethic Inc.: AXP position timeline

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

Ethic Inc. held 85,634 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,634 shares
    Change vs previous 13F +4,179 shares

    0.36% of the 13F portfolio, value $28,965,701.

    13F-HR 0001780570-26-000005 filed by Ethic Inc.
    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 81,455 shares
    Change vs previous 13F -1,686 shares

    0.39% of the 13F portfolio, value $24,638,435.

    13F-HR 0001780570-26-000004 filed by Ethic Inc.
    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 83,141 shares
    Change vs previous 13F +3,378 shares

    0.47% of the 13F portfolio, value $30,757,949.

    13F-HR 0001780570-26-000002 filed by Ethic Inc.
    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 79,763 shares
    Change vs previous 13F -562 shares

    0.44% of the 13F portfolio, value $26,494,231.

    13F-HR 0001780570-25-000008 filed by Ethic Inc.
    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 80,325 shares
    Change vs previous 13F +1,589 shares

    0.46% of the 13F portfolio, value $25,478,412.

    13F-HR 0001780570-25-000005 filed by Ethic Inc.
    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 78,736 shares
    Change vs previous 13F +1,421 shares

    0.43% of the 13F portfolio, value $21,296,647.

    13F-HR 0001780570-25-000003 filed by Ethic Inc.
    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 77,315 shares
    Change vs previous 13F +7,953 shares

    0.46% of the 13F portfolio, value $22,946,179.

    13F-HR 0001780570-25-000002 filed by Ethic Inc.
    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 69,362 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $15,793,014.

    13F-HR 0001780570-24-000010 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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