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FIDUCIARY FAMILY OFFICE, LLC: AXP position timeline

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

FIDUCIARY FAMILY OFFICE, LLC held 12,841 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,841 shares
    Change vs previous 13F +650 shares

    1.09% of the 13F portfolio, value $4,343,494.

    13F-HR 0001172661-26-003069 filed by FIDUCIARY FAMILY OFFICE, 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 12,191 shares
    Change vs previous 13F +3,271 shares

    1.05% of the 13F portfolio, value $3,687,557.

    13F-HR 0001172661-26-001820 filed by FIDUCIARY FAMILY OFFICE, 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 8,920 shares
    Change vs previous 13F -36 shares

    0.95% of the 13F portfolio, value $3,299,983.

    13F-HR 0001172661-26-000576 filed by FIDUCIARY FAMILY OFFICE, 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 8,956 shares
    Change vs previous 13F +430 shares

    0.85% of the 13F portfolio, value $2,974,851.

    13F-HR 0001172661-25-004471 filed by FIDUCIARY FAMILY OFFICE, 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 8,526 shares
    Change vs previous 13F -139 shares

    0.89% of the 13F portfolio, value $2,719,648.

    13F-HR 0001172661-25-002801 filed by FIDUCIARY FAMILY OFFICE, 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 8,665 shares
    Change vs previous 13F +8,665 shares

    0.78% of the 13F portfolio, value $2,331,339.

    13F-HR 0001172661-25-001679 filed by FIDUCIARY FAMILY OFFICE, 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 0 shares
    Change vs previous 13F -8,340 shares

    13F-HR 0001172661-25-000255 filed by FIDUCIARY FAMILY OFFICE, 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.

  8. period ended2024-09-30
    13F 8,340 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $2,261,829.

    13F-HR 0001172661-24-004418 filed by FIDUCIARY FAMILY OFFICE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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