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EXCALIBUR MANAGEMENT CORP: AXP position timeline

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

EXCALIBUR MANAGEMENT CORP held 6,206 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,206 shares
    Change vs previous 13F +1 shares

    0.69% of the 13F portfolio, value $2,099,287.

    13F-HR 0001009003-26-000004 filed by EXCALIBUR MANAGEMENT CORP
    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 6,205 shares
    Change vs previous 13F -126 shares

    0.67% of the 13F portfolio, value $1,876,969.

    13F-HR 0001009003-26-000003 filed by EXCALIBUR MANAGEMENT CORP
    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 6,331 shares
    Change vs previous 13F -395 shares

    0.84% of the 13F portfolio, value $2,342,252.

    13F-HR 0001009003-26-000002 filed by EXCALIBUR MANAGEMENT CORP
    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 6,726 shares
    Change vs previous 13F -433 shares

    0.81% of the 13F portfolio, value $2,234,197.

    13F-HR 0001009003-25-000003 filed by EXCALIBUR MANAGEMENT CORP
    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 7,159 shares
    Change vs previous 13F -51 shares

    0.86% of the 13F portfolio, value $2,283,557.

    13F-HR 0001085146-25-004581 filed by EXCALIBUR MANAGEMENT CORP
    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 7,210 shares
    Change vs previous 13F -144 shares

    0.76% of the 13F portfolio, value $1,939,740.

    13F-HR 0001085146-25-002765 filed by EXCALIBUR MANAGEMENT CORP
    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 7,354 shares
    Change vs previous 13F -284 shares

    0.87% of the 13F portfolio, value $2,182,690.

    13F-HR 0001085146-25-001015 filed by EXCALIBUR MANAGEMENT CORP
    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 7,638 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,071,426.

    13F-HR 0001085146-24-005771 filed by EXCALIBUR MANAGEMENT CORP
    Filed (acceptance time not in the bulk data set), ingested

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