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Plato Investment Management Ltd: AXP position timeline

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

Plato Investment Management Ltd held 22,911 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,911 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $7,704,432.

    13F-HR 0001984475-26-000004 filed by Plato Investment Management Ltd
    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 22,911 shares
    Change vs previous 13F +1,598 shares

    0.47% of the 13F portfolio, value $6,934,168.

    13F-HR 0001984475-26-000003 filed by Plato Investment Management Ltd
    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 21,313 shares
    Change vs previous 13F -486 shares

    0.52% of the 13F portfolio, value $7,923,178.

    13F-HR 0001984475-26-000001 filed by Plato Investment Management Ltd
    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 21,799 shares
    Change vs previous 13F -17 shares

    0.49% of the 13F portfolio, value $7,185,570.

    13F-HR 0001984475-25-000011 filed by Plato Investment Management Ltd
    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 21,816 shares
    Change vs previous 13F +1,475 shares

    0.52% of the 13F portfolio, value $6,933,377.

    13F-HR 0001984475-25-000006 filed by Plato Investment Management Ltd
    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 20,341 shares
    Change vs previous 13F -1,833 shares

    0.47% of the 13F portfolio, value $5,532,051.

    13F-HR 0001984475-25-000005 filed by Plato Investment Management Ltd
    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 22,174 shares
    Change vs previous 13F -1,263 shares

    0.49% of the 13F portfolio, value $6,604,935.

    13F-HR 0001984475-25-000002 filed by Plato Investment Management Ltd
    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 23,437 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $6,349,702.

    13F-HR 0001984475-24-000008 filed by Plato Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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