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FormulaFolio Investments, LLC: AXP position timeline

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

FormulaFolio Investments, LLC held 0 AXP shares at 2021-03-31 per its 13F-HR filed 2021-05-28.

the latest 13F is the newest step

  1. period ended2021-03-31
    13F 0 shares
    Change vs previous 13F -7,969 shares

    13F-HR 0001062993-21-005116 filed by FormulaFolio Investments, 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.

  2. period ended2020-12-31
    13F 7,969 shares
    Change vs previous 13F -258 shares

    0.02% of the 13F portfolio, value $964,000.

    13F-HR 0001062993-21-002148 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-09-30
    13F 8,227 shares
    Change vs previous 13F +5,323 shares

    0.03% of the 13F portfolio, value $825,000.

    13F-HR 0001626982-20-000004 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-06-30
    13F 2,904 shares
    Change vs previous 13F +2,904 shares

    0.01% of the 13F portfolio, value $276,000.

    13F-HR 0001626982-20-000003 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-03-31
    13F 0 shares
    Change vs previous 13F -1,673 shares

    13F-HR 0001626982-20-000002 filed by FormulaFolio Investments, 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.

  6. period ended2019-12-31
    13F 1,673 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $208,000.

    13F-HR 0001626982-20-000001 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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