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Disclosery

Great Lakes Retirement, Inc.: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Great Lakes Retirement, Inc. on AXP, newest first. How the timeline and the estimate are built.

Great Lakes Retirement, Inc. held 11,633 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,633 shares
    Change vs previous 13F +99 shares

    0.35% of the 13F portfolio, value $3,934,794.

    13F-HR 0001801667-26-000003 filed by Great Lakes Retirement, Inc.
    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 11,534 shares
    Change vs previous 13F -268 shares

    0.36% of the 13F portfolio, value $3,488,833.

    13F-HR 0001801667-26-000002 filed by Great Lakes Retirement, Inc.
    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 11,802 shares
    Change vs previous 13F +74 shares

    0.45% of the 13F portfolio, value $4,366,261.

    13F-HR 0001801667-26-000001 filed by Great Lakes Retirement, Inc.
    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 11,728 shares
    Change vs previous 13F +539 shares

    0.43% of the 13F portfolio, value $3,895,601.

    13F-HR 0001801667-25-000009 filed by Great Lakes Retirement, Inc.
    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 11,189 shares
    Change vs previous 13F +472 shares

    0.42% of the 13F portfolio, value $3,569,009.

    13F-HR 0001801667-25-000004 filed by Great Lakes Retirement, Inc.
    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 10,717 shares
    Change vs previous 13F +195 shares

    0.38% of the 13F portfolio, value $2,883,293.

    13F-HR 0001801667-25-000002 filed by Great Lakes Retirement, Inc.
    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 10,522 shares
    Change vs previous 13F -105 shares

    0.4% of the 13F portfolio, value $3,122,789.

    13F-HR 0001801667-25-000001 filed by Great Lakes Retirement, Inc.
    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 10,627 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,881,940.

    13F-HR 0001801667-24-000003 filed by Great Lakes Retirement, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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