Hofer & Associates. Inc: AXP position timeline

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

Hofer & Associates. Inc held 707 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

period ended2026-06-30
13F 707 shares
Change vs previous 13F 0 shares
0.12% of the 13F portfolio, value $239,309.
13F-HR 0001754960-26-000570 filed by Hofer & Associates. Inc
Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 707 shares
Change vs previous 13F +13 shares
0.11% of the 13F portfolio, value $213,764.
13F-HR 0001754960-26-000295 filed by Hofer & Associates. Inc
Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 694 shares
Change vs previous 13F 0 shares
0.14% of the 13F portfolio, value $256,793.
13F-HR 0001754960-26-000069 filed by Hofer & Associates. Inc
Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 694 shares
Change vs previous 13F -283 shares
0.13% of the 13F portfolio, value $230,368.
13F-HR 0001754960-25-000695 filed by Hofer & Associates. Inc
Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 977 shares
Change vs previous 13F +977 shares
0.19% of the 13F portfolio, value $311,801.
13F-HR 0001754960-25-000370 filed by Hofer & Associates. Inc
Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 0 shares
Change vs previous 13F -733 shares
13F-HR 0001754960-25-000236 filed by Hofer & Associates. Inc
Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-12-31
13F 733 shares
Change vs previous 13F not available
0.15% of the 13F portfolio, value $217,486.
13F-HR 0001754960-25-000061 filed by Hofer & Associates. Inc
Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).