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KMG FIDUCIARY PARTNERS, LLC: AXP position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 28,896 AXP shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 28,896 shares
    Change vs previous 13F -801 shares

    0.86% of the 13F portfolio, value $8,787,191.

    13F-HR 0001754960-26-000859 filed by KMG FIDUCIARY PARTNERS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 29,697 shares
    Change vs previous 13F -1,621 shares

    0.93% of the 13F portfolio, value $10,044,878.

    13F-HR 0001754960-26-000440 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 31,318 shares
    Change vs previous 13F -8 shares

    0.7% of the 13F portfolio, value $9,473,195.

    13F-HR 0001754960-26-000219 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 31,326 shares
    Change vs previous 13F +58 shares

    0.82% of the 13F portfolio, value $11,588,908.

    13F-HR 0001754960-26-000056 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 31,268 shares
    Change vs previous 13F -85 shares

    0.7% of the 13F portfolio, value $10,385,879.

    13F-HR 0001754960-25-000651 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 31,353 shares
    Change vs previous 13F +186 shares

    0.74% of the 13F portfolio, value $10,001,134.

    13F-HR 0001754960-25-000344 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 31,167 shares
    Change vs previous 13F -960 shares

    0.7% of the 13F portfolio, value $8,385,606.

    13F-HR 0001754960-25-000181 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 32,127 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $9,535,060.

    13F-HR 0001754960-25-000030 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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