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Disclosery

Northwest & Ethical Investments L.P.: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northwest & Ethical Investments L.P. on AXP, newest first. How the timeline and the estimate are built.

Northwest & Ethical Investments L.P. held 15,956 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,956 shares
    Change vs previous 13F -11,171 shares

    0.13% of the 13F portfolio, value $5,397,117.

    13F-HR 0002033536-26-000023 filed by Northwest & Ethical Investments L.P.
    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 27,127 shares
    Change vs previous 13F +182 shares

    0.19% of the 13F portfolio, value $8,205,375.

    13F-HR 0002033536-26-000005 filed by Northwest & Ethical Investments L.P.
    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/A 26,945 shares
    Change vs previous 13F -5,853 shares

    0.22% of the 13F portfolio, value $9,968,303.

    13F-HR/A 0002033536-26-000004 filed by Northwest & Ethical Investments L.P.
    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 32,798 shares
    Change vs previous 13F +9,680 shares

    0.26% of the 13F portfolio, value $10,894,184.

    13F-HR 0002033536-25-000070 filed by Northwest & Ethical Investments L.P.
    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 23,118 shares
    Change vs previous 13F +2,784 shares

    0.18% of the 13F portfolio, value $7,374,180.

    13F-HR 0002033536-25-000068 filed by Northwest & Ethical Investments L.P.
    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 20,334 shares
    Change vs previous 13F -8,081 shares

    0.15% of the 13F portfolio, value $5,470,862.

    13F-HR 0002033536-25-000006 filed by Northwest & Ethical Investments L.P.
    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 28,415 shares
    Change vs previous 13F -14,335 shares

    0.23% of the 13F portfolio, value $8,433,288.

    13F-HR 0002033536-25-000001 filed by Northwest & Ethical Investments L.P.
    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/A 42,750 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $11,593,800.

    13F-HR/A 0002033536-24-000003 filed by Northwest & Ethical Investments L.P.
    Filed (acceptance time not in the bulk data set), ingested

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