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NEOS Investment Management LLC: AXP position timeline

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

NEOS Investment Management LLC held 87,576 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 87,576 shares
    Change vs previous 13F +10,750 shares

    0.11% of the 13F portfolio, value $29,622,583.

    13F-HR 0001172661-26-003274 filed by NEOS Investment Management 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 76,826 shares
    Change vs previous 13F +3,797 shares

    0.12% of the 13F portfolio, value $23,238,328.

    13F-HR 0001172661-26-002245 filed by NEOS Investment Management 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 73,029 shares
    Change vs previous 13F +7,932 shares

    0.16% of the 13F portfolio, value $26,957,195.

    13F-HR 0001172661-26-001028 filed by NEOS Investment Management 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 65,097 shares
    Change vs previous 13F +14,934 shares

    0.16% of the 13F portfolio, value $21,622,619.

    13F-HR 0001172661-25-004623 filed by NEOS Investment Management 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 50,163 shares
    Change vs previous 13F +10,696 shares

    0.2% of the 13F portfolio, value $16,000,993.

    13F-HR 0001172661-25-003105 filed by NEOS Investment Management 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 39,467 shares
    Change vs previous 13F +7,513 shares

    0.2% of the 13F portfolio, value $10,618,597.

    13F-HR 0001172661-25-001962 filed by NEOS Investment Management 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 31,954 shares
    Change vs previous 13F +7,461 shares

    0.22% of the 13F portfolio, value $9,483,628.

    13F-HR 0001172661-25-000673 filed by NEOS Investment Management 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 24,493 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $6,642,502.

    13F-HR 0001172661-24-004619 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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