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FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC: AXP position timeline

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

FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC held 21,965 AXP shares at 2022-12-31 per its 13F-HR filed 2023-02-13.

the latest 13F is the newest step

  1. period ended2022-12-31
    13F 21,965 shares
    Change vs previous 13F -2,645 shares

    0.72% of the 13F portfolio, value $3,245,329.

    13F-HR 0001049650-23-000002 filed by FINANCIAL PARTNERS CAPITAL 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 ended2022-09-30
    13F 24,610 shares
    Change vs previous 13F -1,071 shares

    0.79% of the 13F portfolio, value $3,320,135.

    13F-HR 0001049650-23-000005 filed by FINANCIAL PARTNERS CAPITAL 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 ended2022-06-30
    13F 25,681 shares
    Change vs previous 13F -366 shares

    0.77% of the 13F portfolio, value $3,559,900.

    13F-HR 0001049650-23-000006 filed by FINANCIAL PARTNERS CAPITAL 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 ended2022-03-31
    13F 26,047 shares
    Change vs previous 13F -906 shares

    0.9% of the 13F portfolio, value $4,870,789.

    13F-HR 0001049650-23-000007 filed by FINANCIAL PARTNERS CAPITAL 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 ended2021-12-31
    13F 26,953 shares
    Change vs previous 13F -475 shares

    0.78% of the 13F portfolio, value $4,409,511.

    13F-HR 0001049650-23-000008 filed by FINANCIAL PARTNERS CAPITAL 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 ended2021-09-30
    13F 27,428 shares
    Change vs previous 13F -640 shares

    0.84% of the 13F portfolio, value $4,595,013.

    13F-HR 0001049650-23-000011 filed by FINANCIAL PARTNERS CAPITAL 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 ended2021-06-30
    13F 28,068 shares
    Change vs previous 13F +250 shares

    0.85% of the 13F portfolio, value $4,637,676.

    13F-HR 0001049650-23-000010 filed by FINANCIAL PARTNERS CAPITAL 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 ended2021-03-31
    13F 27,818 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $3,934,578.

    13F-HR 0001049650-23-000009 filed by FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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