INVERNESS COUNSEL LLC /NY/: AXP position timeline

INVERNESS COUNSEL LLC /NY/ held 198,189 AXP shares at 2022-09-30 per its 13F-HR filed 2022-10-26.

the latest 13F is the newest step

1. period ended2022-09-30

   13F 198,189 shares

   Change vs previous 13F +23,549 shares

   1.49% of the 13F portfolio, value $26,738,000.

   13F-HR 0000866361-22-000005 filed by INVERNESS COUNSEL LLC /NY/
   Filed 2022-10-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

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

2. period ended2022-06-30

   13F 174,640 shares

   Change vs previous 13F -729 shares

   1.36% of the 13F portfolio, value $24,209,000.

   13F-HR 0000866361-22-000004 filed by INVERNESS COUNSEL LLC /NY/
   Filed 2022-07-20 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

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

3. period ended2022-03-31

   13F 175,369 shares

   Change vs previous 13F -59,223 shares

   1.47% of the 13F portfolio, value $32,794,000.

   13F-HR 0000866361-22-000003 filed by INVERNESS COUNSEL LLC /NY/
   Filed 2022-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

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

4. period ended2021-12-31

   13F 234,592 shares

   Change vs previous 13F -9,763 shares

   1.41% of the 13F portfolio, value $38,379,000.

   13F-HR 0000866361-22-000002 filed by INVERNESS COUNSEL LLC /NY/
   Filed 2022-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

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

5. period ended2021-09-30

   13F 244,355 shares

   Change vs previous 13F -10,614 shares

   1.5% of the 13F portfolio, value $40,937,000.

   13F-HR 0000866361-21-000005 filed by INVERNESS COUNSEL LLC /NY/
   Filed 2021-11-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

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

6. period ended2021-06-30

   13F 254,969 shares

   Change vs previous 13F +53,668 shares

   1.54% of the 13F portfolio, value $42,129,000.

   13F-HR 0000866361-21-000004 filed by INVERNESS COUNSEL LLC /NY/
   Filed 2021-08-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

7. period ended2021-03-31

   13F 201,301 shares

   Change vs previous 13F not available

   1.18% of the 13F portfolio, value $28,472,000.

   13F-HR 0000866361-21-000003 filed by INVERNESS COUNSEL LLC /NY/
   Filed 2021-05-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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