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Disclosery

Legacy Trust: AXP position timeline

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

Legacy Trust held 31,345 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,345 shares
    Change vs previous 13F -894 shares

    1.87% of the 13F portfolio, value $10,602,446.

    13F-HR 0001772483-26-000004 filed by Legacy Trust
    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 32,239 shares
    Change vs previous 13F +922 shares

    1.87% of the 13F portfolio, value $9,751,653.

    13F-HR 0001772483-26-000002 filed by Legacy Trust
    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 31,317 shares
    Change vs previous 13F +628 shares

    2.17% of the 13F portfolio, value $11,585,724.

    13F-HR 0001772483-26-000001 filed by Legacy Trust
    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 30,689 shares
    Change vs previous 13F +1,875 shares

    2.01% of the 13F portfolio, value $10,193,658.

    13F-HR 0001772483-25-000006 filed by Legacy Trust
    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 28,814 shares
    Change vs previous 13F -2,372 shares

    2.25% of the 13F portfolio, value $9,191,090.

    13F-HR 0001772483-25-000003 filed by Legacy Trust
    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 31,186 shares
    Change vs previous 13F -289 shares

    2.02% of the 13F portfolio, value $8,390,593.

    13F-HR 0001772483-25-000002 filed by Legacy Trust
    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 31,475 shares
    Change vs previous 13F -73 shares

    2.17% of the 13F portfolio, value $9,341,465.

    13F-HR 0001772483-25-000001 filed by Legacy Trust
    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 31,548 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $8,555,818.

    13F-HR 0001772483-24-000004 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

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