Skip to content
Disclosery

Regent Investment Management LLC: AXP position timeline

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

Regent Investment Management LLC held 17,951 AXP shares at 2022-12-31 per its 13F-HR filed 2023-01-26.

the latest 13F is the newest step

  1. period ended2022-12-31
    13F 17,951 shares
    Change vs previous 13F -115 shares

    0.71% of the 13F portfolio, value $2,652,000.

    13F-HR 0001559968-23-000002 filed by Regent Investment 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 ended2022-09-30
    13F 18,066 shares
    Change vs previous 13F +1,020 shares

    0.71% of the 13F portfolio, value $2,437,000.

    13F-HR 0001559968-22-000008 filed by Regent Investment 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 ended2022-06-30
    13F 17,046 shares
    Change vs previous 13F +220 shares

    0.66% of the 13F portfolio, value $2,363,000.

    13F-HR 0001559968-22-000006 filed by Regent Investment 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 ended2022-03-31
    13F 16,826 shares
    Change vs previous 13F -50 shares

    0.73% of the 13F portfolio, value $3,146,000.

    13F-HR 0001559968-22-000004 filed by Regent Investment 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 ended2021-12-31
    13F 16,876 shares
    Change vs previous 13F +9,865 shares

    0.6% of the 13F portfolio, value $2,761,000.

    13F-HR 0001559968-22-000002 filed by Regent Investment 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 ended2021-09-30
    13F 7,011 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $1,175,000.

    13F-HR 0001559968-21-000008 filed by Regent Investment 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 ended2021-06-30
    13F 7,011 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,158,000.

    13F-HR 0001559968-21-000006 filed by Regent Investment 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 ended2021-03-31
    13F 7,011 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $992,000.

    13F-HR 0001559968-21-000004 filed by Regent Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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