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Disclosery

Oak Asset Management, LLC: AXP position timeline

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

Oak Asset Management, LLC held 3,109 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,109 shares
    Change vs previous 13F -303 shares

    0.34% of the 13F portfolio, value $1,051,619.

    13F-HR 0001726375-26-000003 filed by Oak Asset 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 3,412 shares
    Change vs previous 13F -30 shares

    0.36% of the 13F portfolio, value $1,032,062.

    13F-HR 0001726375-26-000002 filed by Oak Asset 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 3,442 shares
    Change vs previous 13F -138 shares

    0.43% of the 13F portfolio, value $1,273,368.

    13F-HR 0001726375-26-000001 filed by Oak Asset 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 3,580 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $1,189,133.

    13F-HR 0001726375-25-000003 filed by Oak Asset 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 3,580 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $1,141,948.

    13F-HR 0001085146-25-003766 filed by Oak Asset 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 3,580 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $963,199.

    13F-HR 0001085146-25-002040 filed by Oak Asset 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 3,580 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $1,062,508.

    13F-HR 0001085146-25-000173 filed by Oak Asset 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 3,580 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $970,896.

    13F-HR 0001085146-24-004681 filed by Oak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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