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Disclosery

IEQ CAPITAL, LLC: AXP position timeline

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

IEQ CAPITAL, LLC held 3,522 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,522 shares
    Change vs previous 13F -20,633 shares

    0.01% of the 13F portfolio, value $1,191,441.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, LLC
    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 24,155 shares
    Change vs previous 13F +935 shares

    0.03% of the 13F portfolio, value $7,306,546.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, LLC
    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 23,220 shares
    Change vs previous 13F +19,526 shares

    0.03% of the 13F portfolio, value $8,590,043.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, LLC
    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 3,694 shares
    Change vs previous 13F -5,735 shares

    <0.01% of the 13F portfolio, value $1,226,899.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, LLC
    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 9,429 shares
    Change vs previous 13F -14,333 shares

    0.02% of the 13F portfolio, value $3,007,773.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, LLC
    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 23,762 shares
    Change vs previous 13F -2,892 shares

    0.05% of the 13F portfolio, value $6,393,096.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, LLC
    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 26,654 shares
    Change vs previous 13F -5,230 shares

    0.08% of the 13F portfolio, value $7,910,489.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, LLC
    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 31,884 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $8,646,917.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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