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Family Manage LLC: AXP position timeline

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

Family Manage LLC held 22,083 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 22,083 shares
    Change vs previous 13F -132 shares

    0.78% of the 13F portfolio, value $7,469,575.

    13F-HR 0001398344-26-014630 filed by Family Manage 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 22,215 shares
    Change vs previous 13F +25 shares

    0.81% of the 13F portfolio, value $6,719,593.

    13F-HR 0001398344-26-009312 filed by Family Manage 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 22,190 shares
    Change vs previous 13F +2 shares

    1.04% of the 13F portfolio, value $8,209,191.

    13F-HR 0001398344-26-003235 filed by Family Manage 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 22,188 shares
    Change vs previous 13F -2 shares

    1.02% of the 13F portfolio, value $7,369,966.

    13F-HR 0001398344-25-020877 filed by Family Manage 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 22,190 shares
    Change vs previous 13F +11 shares

    1.08% of the 13F portfolio, value $7,078,166.

    13F-HR 0001398344-25-015679 filed by Family Manage 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 22,179 shares
    Change vs previous 13F -12,152 shares

    0.99% of the 13F portfolio, value $5,967,260.

    13F-HR 0001398344-25-009654 filed by Family Manage 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 34,331 shares
    Change vs previous 13F +12,152 shares

    1.65% of the 13F portfolio, value $10,189,097.

    13F-HR 0001398344-25-002872 filed by Family Manage 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 22,179 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $6,014,945.

    13F-HR 0001398344-24-020770 filed by Family Manage LLC
    Filed (acceptance time not in the bulk data set), ingested

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