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Kovitz Investment Group, LLC: AXP position timeline

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

Kovitz Investment Group, LLC held 416,515 AXP shares at 2015-12-31 per its 13F-HR filed 2016-02-16.

the latest 13F is the newest step

  1. period ended2015-12-31
    13F 416,515 shares
    Change vs previous 13F -9,822 shares

    1.79% of the 13F portfolio, value $28,969,000.

    13F-HR 0001398344-16-009921 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2015-09-30
    13F 426,337 shares
    Change vs previous 13F +12,219 shares

    1.86% of the 13F portfolio, value $31,604,000.

    13F-HR 0001398344-15-008088 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2015-06-30
    13F 414,118 shares
    Change vs previous 13F -6,104 shares

    1.81% of the 13F portfolio, value $32,186,000.

    13F-HR 0001398344-15-005336 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2015-03-31
    13F 420,222 shares
    Change vs previous 13F +68,084 shares

    1.84% of the 13F portfolio, value $32,828,000.

    13F-HR 0001398344-15-003329 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2014-12-31
    13F 352,138 shares
    Change vs previous 13F -3,639 shares

    1.62% of the 13F portfolio, value $32,763,000.

    13F-HR 0001398344-15-001054 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2014-09-30
    13F 355,777 shares
    Change vs previous 13F -1,614 shares

    1.61% of the 13F portfolio, value $31,114,000.

    13F-HR 0001398344-14-005916 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2014-06-30
    13F 357,391 shares
    Change vs previous 13F -72,868 shares

    1.79% of the 13F portfolio, value $33,906,000.

    13F-HR 0001398344-14-004198 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2014-03-31
    13F 430,259 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $31,663,000.

    13F-HR 0001398344-14-002834 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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