KENNEDY INVESTMENT GROUP, INC.: AXP position timeline

KENNEDY INVESTMENT GROUP, INC. held 3,130 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,130 shares

   Change vs previous 13F +1,977 shares

   0.36% of the 13F portfolio, value $1,058,792.

   13F-HR 0001951757-26-001080 filed by KENNEDY INVESTMENT GROUP, INC.
   Filed 2026-07-30 (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).

2. period ended2026-03-31

   13F 1,153 shares

   Change vs previous 13F +499 shares

   0.14% of the 13F portfolio, value $348,747.

   13F-HR 0001951757-26-000690 filed by KENNEDY INVESTMENT GROUP, INC.
   Filed 2026-04-22 (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).

3. period ended2025-12-31

   13F 654 shares

   Change vs previous 13F -10 shares

   0.09% of the 13F portfolio, value $241,784.

   13F-HR 0001951757-26-000381 filed by KENNEDY INVESTMENT GROUP, INC.
   Filed 2026-02-06 (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).

4. period ended2025-09-30

   13F 664 shares

   Change vs previous 13F -6 shares

   0.09% of the 13F portfolio, value $220,609.

   13F-HR 0001951757-25-001200 filed by KENNEDY INVESTMENT GROUP, INC.
   Filed 2025-10-28 (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).

5. period ended2025-06-30

   13F 670 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $213,848.

   13F-HR 0001951757-25-000862 filed by KENNEDY INVESTMENT GROUP, INC.
   Filed 2025-07-16 (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).