JACOBS & CO/CA: AXP position timeline

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

JACOBS & CO/CA held 34,997 AXP shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

period ended2026-09-30
13F 34,997 shares
Change vs previous 13F +1,450 shares
0.92% of the 13F portfolio, value $10,642,000.
13F-HR 0001055544-26-000005 filed by JACOBS & CO/CA
Accepted 2026-10-09 18:29:12 UTC, ingested 2026-10-09 18:30:04 UTC
period ended2026-06-30
13F 33,547 shares
Change vs previous 13F -779 shares
0.97% of the 13F portfolio, value $11,347,000.
13F-HR 0001055544-26-000003 filed by JACOBS & CO/CA
Filed 2026-07-09 (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 34,326 shares
Change vs previous 13F +123 shares
1.02% of the 13F portfolio, value $10,383,000.
13F-HR 0001055544-26-000002 filed by JACOBS & CO/CA
Filed 2026-04-07 (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 34,203 shares
Change vs previous 13F -823 shares
1.19% of the 13F portfolio, value $12,653,000.
13F-HR 0001055544-26-000001 filed by JACOBS & CO/CA
Filed 2026-01-05 (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 35,026 shares
Change vs previous 13F -588 shares
1.11% of the 13F portfolio, value $11,634,000.
13F-HR 0001055544-25-000007 filed by JACOBS & CO/CA
Filed 2025-10-01 (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 35,614 shares
Change vs previous 13F +100 shares
1.13% of the 13F portfolio, value $11,360,000.
13F-HR 0001055544-25-000003 filed by JACOBS & CO/CA
Filed 2025-07-02 (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 35,514 shares
Change vs previous 13F -385 shares
1.02% of the 13F portfolio, value $9,555,000.
13F-HR 0001055544-25-000002 filed by JACOBS & CO/CA
Filed 2025-04-03 (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).
period ended2024-12-31
13F 35,899 shares
Change vs previous 13F not available
1.08% of the 13F portfolio, value $10,654,000.
13F-HR 0001055544-25-000001 filed by JACOBS & CO/CA
Filed 2025-01-10 (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).