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Roundview Capital LLC: AXP position timeline

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

Roundview Capital LLC held 23,606 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,606 shares
    Change vs previous 13F -1,116 shares

    0.44% of the 13F portfolio, value $7,984,644.

    13F-HR 0001476804-26-000010 filed by Roundview Capital 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 24,722 shares
    Change vs previous 13F +49 shares

    0.47% of the 13F portfolio, value $7,478,053.

    13F-HR 0001476804-26-000005 filed by Roundview Capital 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 24,673 shares
    Change vs previous 13F +42 shares

    0.56% of the 13F portfolio, value $9,127,874.

    13F-HR 0001476804-26-000003 filed by Roundview Capital 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 24,631 shares
    Change vs previous 13F -41 shares

    0.52% of the 13F portfolio, value $8,181,452.

    13F-HR 0001476804-25-000013 filed by Roundview Capital 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 24,672 shares
    Change vs previous 13F +106 shares

    0.53% of the 13F portfolio, value $7,869,812.

    13F-HR 0001476804-25-000010 filed by Roundview Capital 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 24,566 shares
    Change vs previous 13F -60 shares

    0.48% of the 13F portfolio, value $6,609,476.

    13F-HR 0001476804-25-000004 filed by Roundview Capital 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 24,626 shares
    Change vs previous 13F +89 shares

    0.51% of the 13F portfolio, value $7,308,744.

    13F-HR 0001476804-25-000002 filed by Roundview Capital 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 24,537 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $6,654,428.

    13F-HR 0001476804-24-000013 filed by Roundview Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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