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HighTower Trust Company, N.A.: AXP position timeline

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

HighTower Trust Company, N.A. held 9,305 AXP shares at 2023-03-31 per its 13F-HR filed 2023-04-21.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 9,305 shares
    Change vs previous 13F +1,960 shares

    0.15% of the 13F portfolio, value $1,541,904.

    13F-HR 0001085146-23-001808 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-12-31
    13F 7,345 shares
    Change vs previous 13F +4,207 shares

    0.1% of the 13F portfolio, value $1,057,753.

    13F-HR 0001085146-23-000466 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-09-30
    13F 3,138 shares
    Change vs previous 13F -7,316 shares

    0.05% of the 13F portfolio, value $423,000.

    13F-HR 0001085146-22-003276 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-06-30
    13F 10,454 shares
    Change vs previous 13F +5,964 shares

    0.04% of the 13F portfolio, value $375,000.

    13F-HR 0001085146-22-002508 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-03-31
    13F 4,490 shares
    Change vs previous 13F +136 shares

    0.08% of the 13F portfolio, value $840,000.

    13F-HR 0001085146-22-001489 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-12-31
    13F 4,354 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $712,000.

    13F-HR 0001085146-22-000129 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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