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Disclosery

Oldfather Financial Services, LLC: AXP position timeline

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

Oldfather Financial Services, LLC held 7,688 AXP shares at 2025-12-31 per its 13F-HR filed 2026-01-16.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 7,688 shares
    Change vs previous 13F +175 shares

    0.85% of the 13F portfolio, value $2,844,176.

    13F-HR 0001775530-26-000001 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 7,513 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $2,495,518.

    13F-HR 0001775530-25-000009 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 7,513 shares
    Change vs previous 13F -4 shares

    0.82% of the 13F portfolio, value $2,396,497.

    13F-HR 0001775530-25-000006 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 7,517 shares
    Change vs previous 13F +2 shares

    0.77% of the 13F portfolio, value $2,022,449.

    13F-HR 0001775530-25-000003 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 7,515 shares
    Change vs previous 13F 0 shares

    0.85% of the 13F portfolio, value $2,230,377.

    13F-HR 0001775530-25-000001 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 7,515 shares
    Change vs previous 13F +15 shares

    0.78% of the 13F portfolio, value $2,038,068.

    13F-HR 0001775530-24-000006 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 7,500 shares
    Change vs previous 13F -495 shares

    0.71% of the 13F portfolio, value $1,736,625.

    13F-HR 0001775530-24-000003 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 7,995 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,820,382.

    13F-HR 0001775530-24-000002 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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