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Disclosery

Slocum, Gordon & Co LLP: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Slocum, Gordon & Co LLP on AXP, newest first. How the timeline and the estimate are built.

Slocum, Gordon & Co LLP held 718 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 718 shares
    Change vs previous 13F +718 shares

    0.16% of the 13F portfolio, value $242,864.

    13F-HR 0001993325-26-000003 filed by Slocum, Gordon & Co LLP
    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 0 shares
    Change vs previous 13F -718 shares

    13F-HR 0001993325-26-000002 filed by Slocum, Gordon & Co LLP
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 718 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $265,624.

    13F-HR 0001993325-26-000001 filed by Slocum, Gordon & Co LLP
    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 718 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $238,491.

    13F-HR 0001993325-25-000007 filed by Slocum, Gordon & Co LLP
    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 718 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $229,027.

    13F-HR 0001993325-25-000006 filed by Slocum, Gordon & Co LLP
    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 718 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $193,177.

    13F-HR 0001993325-25-000003 filed by Slocum, Gordon & Co LLP
    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 718 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $213,094.

    13F-HR 0001993325-25-000001 filed by Slocum, Gordon & Co LLP
    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 718 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $194,721.

    13F-HR 0001993325-24-000005 filed by Slocum, Gordon & Co LLP
    Filed (acceptance time not in the bulk data set), ingested

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