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FORTE CAPITAL LLC /ADV: AXP position timeline

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

FORTE CAPITAL LLC /ADV held 4,354 AXP shares at 2025-06-30 per its 13F-HR filed 2025-07-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 4,354 shares
    Change vs previous 13F +388 shares

    0.15% of the 13F portfolio, value $1,388,839.

    13F-HR 0001140361-25-025841 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 3,966 shares
    Change vs previous 13F +177 shares

    0.13% of the 13F portfolio, value $1,067,052.

    13F-HR 0001140361-25-017109 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 3,789 shares
    Change vs previous 13F -125 shares

    0.13% of the 13F portfolio, value $1,124,537.

    13F-HR 0001140361-25-002814 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 3,914 shares
    Change vs previous 13F +2,011 shares

    0.12% of the 13F portfolio, value $1,061,491.

    13F-HR 0001140361-24-044741 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 1,903 shares
    Change vs previous 13F -368 shares

    0.05% of the 13F portfolio, value $440,640.

    13F-HR 0001140361-24-037007 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 2,271 shares
    Change vs previous 13F -34 shares

    0.06% of the 13F portfolio, value $517,084.

    13F-HR 0001140361-24-025841 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 2,305 shares
    Change vs previous 13F +492 shares

    0.06% of the 13F portfolio, value $431,819.

    13F-HR 0001140361-24-005823 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 1,813 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $270,481.

    13F-HR 0001398344-23-020503 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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