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Disclosery

Harold Davidson & Associates Inc.: AXP position timeline

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

Harold Davidson & Associates Inc. held 7,277 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,277 shares
    Change vs previous 13F +165 shares

    1.07% of the 13F portfolio, value $2,461,403.

    13F-HR 0002085853-26-000738 filed by Harold Davidson & Associates 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 7,112 shares
    Change vs previous 13F -96 shares

    1.04% of the 13F portfolio, value $2,151,288.

    13F-HR 0001172661-26-001578 filed by Harold Davidson & Associates 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 7,208 shares
    Change vs previous 13F -11 shares

    1.18% of the 13F portfolio, value $2,666,641.

    13F-HR 0001172661-26-000598 filed by Harold Davidson & Associates 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 7,219 shares
    Change vs previous 13F +2,675 shares

    1.09% of the 13F portfolio, value $2,397,892.

    13F-HR 0001172661-25-004647 filed by Harold Davidson & Associates 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 4,544 shares
    Change vs previous 13F -2,984 shares

    0.94% of the 13F portfolio, value $1,449,463.

    13F-HR 0001172661-25-002990 filed by Harold Davidson & Associates 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 7,528 shares
    Change vs previous 13F +124 shares

    1.11% of the 13F portfolio, value $2,025,424.

    13F-HR 0001172661-25-002437 filed by Harold Davidson & Associates 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 7,404 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $2,197,443.

    13F-HR 0001172661-25-002436 filed by Harold Davidson & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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