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Disclosery

Millstone Evans Group, LLC: AXP position timeline

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

Millstone Evans Group, LLC held 2,342 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,342 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $792,182.

    13F-HR 0002041943-26-000003 filed by Millstone Evans 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 ended2026-03-31
    13F 2,342 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $708,408.

    13F-HR 0002041943-26-000002 filed by Millstone Evans 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 ended2025-12-31
    13F 2,342 shares
    Change vs previous 13F -88 shares

    0.51% of the 13F portfolio, value $866,423.

    13F-HR 0002041943-26-000001 filed by Millstone Evans 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 ended2025-09-30
    13F 2,430 shares
    Change vs previous 13F +43 shares

    0.51% of the 13F portfolio, value $807,149.

    13F-HR 0002041943-25-000005 filed by Millstone Evans 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 ended2025-06-30
    13F 2,387 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $761,405.

    13F-HR 0002041943-25-000003 filed by Millstone Evans 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 ended2025-03-31
    13F 2,387 shares
    Change vs previous 13F -75 shares

    0.44% of the 13F portfolio, value $642,222.

    13F-HR 0002041943-25-000002 filed by Millstone Evans 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 ended2024-12-31
    13F 2,462 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $730,697.

    13F-HR 0002041943-25-000001 filed by Millstone Evans Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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