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Disclosery

Rice Partnership, LLC: AXP position timeline

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

Rice Partnership, LLC held 44,017 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,017 shares
    Change vs previous 13F -433 shares

    1.81% of the 13F portfolio, value $14,888,882.

    13F-HR 0001398344-26-013053 filed by Rice Partnership, 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 44,450 shares
    Change vs previous 13F -6,173 shares

    1.84% of the 13F portfolio, value $13,445,344.

    13F-HR 0001398344-26-008699 filed by Rice Partnership, 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 50,623 shares
    Change vs previous 13F +2,926 shares

    2.53% of the 13F portfolio, value $18,727,958.

    13F-HR 0001398344-26-002649 filed by Rice Partnership, 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 47,697 shares
    Change vs previous 13F -976 shares

    2.25% of the 13F portfolio, value $15,843,009.

    13F-HR 0001398344-25-020660 filed by Rice Partnership, 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 48,673 shares
    Change vs previous 13F -9,995 shares

    2.7% of the 13F portfolio, value $15,525,679.

    13F-HR 0001398344-25-013670 filed by Rice Partnership, 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 58,668 shares
    Change vs previous 13F -2,359 shares

    3.24% of the 13F portfolio, value $15,784,588.

    13F-HR 0001398344-25-008043 filed by Rice Partnership, 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 61,027 shares
    Change vs previous 13F +1,258 shares

    3.45% of the 13F portfolio, value $18,112,156.

    13F-HR 0001398344-25-001044 filed by Rice Partnership, 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 59,769 shares
    Change vs previous 13F not available

    3.26% of the 13F portfolio, value $16,209,303.

    13F-HR 0001398344-24-020619 filed by Rice Partnership, LLC
    Filed (acceptance time not in the bulk data set), ingested

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