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Disclosery

Independent Family Office, LLC: AXP position timeline

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

Independent Family Office, LLC held 1,932 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 1,932 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $653,499.

    13F-HR 0001951757-26-001227 filed by Independent Family Office, 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 1,932 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $584,391.

    13F-HR 0001951757-26-000873 filed by Independent Family Office, 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 1,932 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $714,743.

    13F-HR 0001951757-26-000462 filed by Independent Family Office, 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 1,932 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $641,733.

    13F-HR 0001951757-25-001422 filed by Independent Family Office, 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 1,932 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $616,269.

    13F-HR 0001951757-25-001072 filed by Independent Family Office, 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 1,932 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $519,805.

    13F-HR 0001951757-25-000549 filed by Independent Family Office, 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 1,932 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $573,398.

    13F-HR 0001951757-25-000227 filed by Independent Family Office, 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 1,932 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $523,958.

    13F-HR 0001951757-24-001205 filed by Independent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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