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Joel Isaacson & Co., LLC: AXP position timeline

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

Joel Isaacson & Co., LLC held 13,924 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,924 shares
    Change vs previous 13F -18 shares

    0.14% of the 13F portfolio, value $4,709,733.

    13F-HR 0001599330-26-000003 filed by Joel Isaacson & Co., 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 13,942 shares
    Change vs previous 13F +56 shares

    0.14% of the 13F portfolio, value $4,217,238.

    13F-HR 0001599330-26-000002 filed by Joel Isaacson & Co., 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 13,886 shares
    Change vs previous 13F +112 shares

    0.17% of the 13F portfolio, value $5,136,952.

    13F-HR 0001599330-26-000001 filed by Joel Isaacson & Co., 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 13,774 shares
    Change vs previous 13F +2,047 shares

    0.17% of the 13F portfolio, value $4,575,116.

    13F-HR 0001599330-25-000005 filed by Joel Isaacson & Co., 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 11,727 shares
    Change vs previous 13F +1,503 shares

    0.15% of the 13F portfolio, value $3,740,721.

    13F-HR 0001085146-25-004047 filed by Joel Isaacson & Co., 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 10,224 shares
    Change vs previous 13F +381 shares

    0.12% of the 13F portfolio, value $2,750,686.

    13F-HR 0001085146-25-002335 filed by Joel Isaacson & Co., 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 9,843 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $2,921,412.

    13F-HR 0001085146-25-000531 filed by Joel Isaacson & Co., 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 9,843 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,669,422.

    13F-HR 0001085146-24-005095 filed by Joel Isaacson & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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