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Disclosery

S.A. Mason LLC: AXP position timeline

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

S.A. Mason LLC held 5,119 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,119 shares
    Change vs previous 13F +16 shares

    0.53% of the 13F portfolio, value $1,731,360.

    13F-HR 0001800911-26-000003 filed by S.A. Mason 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 5,103 shares
    Change vs previous 13F +1 shares

    0.58% of the 13F portfolio, value $1,543,441.

    13F-HR 0001800911-26-000002 filed by S.A. Mason 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 5,102 shares
    Change vs previous 13F -11 shares

    0.75% of the 13F portfolio, value $1,887,452.

    13F-HR 0001800911-26-000001 filed by S.A. Mason 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 5,113 shares
    Change vs previous 13F +1 shares

    0.75% of the 13F portfolio, value $1,698,398.

    13F-HR 0001800911-25-000005 filed by S.A. Mason 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 5,112 shares
    Change vs previous 13F -94 shares

    0.79% of the 13F portfolio, value $1,630,727.

    13F-HR 0001800911-25-000003 filed by S.A. Mason 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 5,206 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $1,400,783.

    13F-HR 0001800911-25-000002 filed by S.A. Mason 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 5,206 shares
    Change vs previous 13F -74 shares

    0.81% of the 13F portfolio, value $1,545,000.

    13F-HR 0001800911-25-000001 filed by S.A. Mason 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 5,280 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,431,919.

    13F-HR 0001800911-24-000005 filed by S.A. Mason LLC
    Filed (acceptance time not in the bulk data set), ingested

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