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KARPAS STRATEGIES, LLC: AXP position timeline

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

KARPAS STRATEGIES, LLC held 7,600 AXP shares at 2024-06-30 per its 13F-HR filed 2024-07-30.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 7,600 shares
    Change vs previous 13F +191 shares

    0.55% of the 13F portfolio, value $1,759,675.

    13F-HR 0001127544-24-000006 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 7,409 shares
    Change vs previous 13F +4 shares

    0.52% of the 13F portfolio, value $1,686,899.

    13F-HR 0001127544-24-000004 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 7,405 shares
    Change vs previous 13F +5 shares

    0.46% of the 13F portfolio, value $1,387,264.

    13F-HR 0001127544-24-000002 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 7,400 shares
    Change vs previous 13F +5 shares

    0.41% of the 13F portfolio, value $1,104,009.

    13F-HR 0001127544-23-000009 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 7,395 shares
    Change vs previous 13F -341 shares

    0.43% of the 13F portfolio, value $1,288,262.

    13F-HR 0001127544-23-000007 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 7,736 shares
    Change vs previous 13F -181 shares

    0.45% of the 13F portfolio, value $1,276,133.

    13F-HR 0001127544-23-000005 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 7,917 shares
    Change vs previous 13F -70 shares

    0.41% of the 13F portfolio, value $1,169,666.

    13F-HR 0001127544-23-000003 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-09-30
    13F 7,987 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,077,000.

    13F-HR 0001127544-22-000008 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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