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Disclosery

PDS Planning, Inc: AXP position timeline

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

PDS Planning, Inc held 3,251 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,251 shares
    Change vs previous 13F +195 shares

    0.06% of the 13F portfolio, value $1,099,798.

    13F-HR 0000838618-26-000003 filed by PDS Planning, Inc
    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 3,056 shares
    Change vs previous 13F -57 shares

    0.06% of the 13F portfolio, value $924,423.

    13F-HR 0000838618-26-000002 filed by PDS Planning, Inc
    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 3,113 shares
    Change vs previous 13F -242 shares

    0.08% of the 13F portfolio, value $1,151,514.

    13F-HR 0000838618-26-000001 filed by PDS Planning, Inc
    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 3,355 shares
    Change vs previous 13F -3 shares

    0.08% of the 13F portfolio, value $1,114,531.

    13F-HR 0000838618-25-000008 filed by PDS Planning, Inc
    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 3,358 shares
    Change vs previous 13F +141 shares

    0.08% of the 13F portfolio, value $1,071,180.

    13F-HR 0000838618-25-000006 filed by PDS Planning, Inc
    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 3,217 shares
    Change vs previous 13F +250 shares

    0.07% of the 13F portfolio, value $865,498.

    13F-HR 0000838618-25-000005 filed by PDS Planning, Inc
    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 2,967 shares
    Change vs previous 13F +38 shares

    0.08% of the 13F portfolio, value $880,474.

    13F-HR 0000838618-25-000001 filed by PDS Planning, Inc
    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 2,929 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $794,461.

    13F-HR 0000838618-24-000005 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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