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LVM CAPITAL MANAGEMENT LTD/MI: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LVM CAPITAL MANAGEMENT LTD/MI on AXP, newest first. How the timeline and the estimate are built.

LVM CAPITAL MANAGEMENT LTD/MI held 79,690 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,690 shares
    Change vs previous 13F -8 shares

    2.26% of the 13F portfolio, value $26,955,000.

    13F-HR 0001053054-26-000003 filed by LVM CAPITAL MANAGEMENT LTD/MI
    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 79,698 shares
    Change vs previous 13F +504 shares

    2.27% of the 13F portfolio, value $24,107,000.

    13F-HR 0001053054-26-000002 filed by LVM CAPITAL MANAGEMENT LTD/MI
    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 79,194 shares
    Change vs previous 13F -914 shares

    2.72% of the 13F portfolio, value $29,298,000.

    13F-HR 0001053054-26-000001 filed by LVM CAPITAL MANAGEMENT LTD/MI
    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 80,108 shares
    Change vs previous 13F -3,352 shares

    2.56% of the 13F portfolio, value $26,609,000.

    13F-HR 0001053054-25-000010 filed by LVM CAPITAL MANAGEMENT LTD/MI
    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 83,460 shares
    Change vs previous 13F -2,691 shares

    2.76% of the 13F portfolio, value $26,622,000.

    13F-HR 0001053054-25-000005 filed by LVM CAPITAL MANAGEMENT LTD/MI
    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 86,151 shares
    Change vs previous 13F -193 shares

    2.58% of the 13F portfolio, value $23,179,000.

    13F-HR 0001053054-25-000004 filed by LVM CAPITAL MANAGEMENT LTD/MI
    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 86,344 shares
    Change vs previous 13F +2,557 shares

    2.76% of the 13F portfolio, value $25,626,000.

    13F-HR 0001053054-25-000001 filed by LVM CAPITAL MANAGEMENT LTD/MI
    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 83,787 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $19,401,000.

    13F-HR 0001053054-24-000004 filed by LVM CAPITAL MANAGEMENT LTD/MI
    Filed (acceptance time not in the bulk data set), ingested

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