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Disclosery

Ridgewood Investments LLC: AXP position timeline

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

Ridgewood Investments LLC held 3,002 AXP shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,002 shares
    Change vs previous 13F +355 shares

    0.34% of the 13F portfolio, value $912,929.

    13F-HR 0001703556-26-000010 filed by Ridgewood Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,647 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $895,371.

    13F-HR 0001703556-26-000007 filed by Ridgewood Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,647 shares
    Change vs previous 13F -170 shares

    0.33% of the 13F portfolio, value $800,686.

    13F-HR 0001703556-26-000004 filed by Ridgewood Investments 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 2,817 shares
    Change vs previous 13F +9 shares

    0.39% of the 13F portfolio, value $935,718.

    13F-HR 0001703556-25-000010 filed by Ridgewood Investments 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 2,808 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $895,696.

    13F-HR 0001703556-25-000005 filed by Ridgewood Investments 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 2,808 shares
    Change vs previous 13F -285 shares

    0.35% of the 13F portfolio, value $755,492.

    13F-HR 0001703556-25-000003 filed by Ridgewood Investments 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 3,093 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $917,971.

    13F-HR 0001703556-25-000002 filed by Ridgewood Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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