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NATURAL INVESTMENTS, LLC: AXP position timeline

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

NATURAL INVESTMENTS, LLC held 8,506 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 8,506 shares
    Change vs previous 13F +175 shares

    0.63% of the 13F portfolio, value $2,877,000.

    13F-HR 0001800245-26-000003 filed by NATURAL INVESTMENTS, 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 8,331 shares
    Change vs previous 13F +12 shares

    0.62% of the 13F portfolio, value $2,519,000.

    13F-HR 0001800245-26-000002 filed by NATURAL INVESTMENTS, 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 8,319 shares
    Change vs previous 13F -1 shares

    0.77% of the 13F portfolio, value $3,077,000.

    13F-HR 0001800245-26-000001 filed by NATURAL INVESTMENTS, 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 8,320 shares
    Change vs previous 13F +3 shares

    0.69% of the 13F portfolio, value $2,763,000.

    13F-HR 0001800245-25-000002 filed by NATURAL INVESTMENTS, 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 8,317 shares
    Change vs previous 13F +159 shares

    0.69% of the 13F portfolio, value $2,652,000.

    13F-HR 0001907157-25-000027 filed by NATURAL INVESTMENTS, 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 8,158 shares
    Change vs previous 13F +147 shares

    0.62% of the 13F portfolio, value $2,195,000.

    13F-HR 0001842974-25-000006 filed by NATURAL INVESTMENTS, 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 8,011 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $2,377,000.

    13F-HR 0001800586-25-000004 filed by NATURAL INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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