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McAdam, LLC: AXP position timeline

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

McAdam, LLC held 6,956 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,956 shares
    Change vs previous 13F +64 shares

    0.09% of the 13F portfolio, value $2,352,744.

    13F-HR 0001580642-26-004862 filed by McAdam, LLC
    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 6,892 shares
    Change vs previous 13F +65 shares

    0.09% of the 13F portfolio, value $2,084,565.

    13F-HR 0001580642-26-003102 filed by McAdam, LLC
    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 6,827 shares
    Change vs previous 13F +77 shares

    0.12% of the 13F portfolio, value $2,525,625.

    13F-HR 0001580642-26-001071 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 6,750 shares
    Change vs previous 13F +117 shares

    0.11% of the 13F portfolio, value $2,242,045.

    13F-HR 0001580642-25-006815 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 6,633 shares
    Change vs previous 13F +99 shares

    0.12% of the 13F portfolio, value $2,115,744.

    13F-HR 0001580642-25-004274 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 6,534 shares
    Change vs previous 13F -21 shares

    0.11% of the 13F portfolio, value $1,757,908.

    13F-HR 0001580642-25-003207 filed by McAdam, LLC
    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 6,555 shares
    Change vs previous 13F -41 shares

    0.11% of the 13F portfolio, value $1,945,380.

    13F-HR 0001580642-25-000421 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 6,596 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,788,756.

    13F-HR 0001580642-24-006273 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

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