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Disclosery

Solitude Financial Services: AXP position timeline

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

Solitude Financial Services held 9,161 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,161 shares
    Change vs previous 13F +688 shares

    0.86% of the 13F portfolio, value $3,098,708.

    13F-HR 0001839890-26-000004 filed by Solitude Financial Services
    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 8,473 shares
    Change vs previous 13F +2,000 shares

    0.82% of the 13F portfolio, value $2,788,125.

    13F-HR 0001839890-26-000003 filed by Solitude Financial Services
    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 6,473 shares
    Change vs previous 13F +589 shares

    0.79% of the 13F portfolio, value $2,394,686.

    13F-HR 0001839890-26-000001 filed by Solitude Financial Services
    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 5,884 shares
    Change vs previous 13F -309 shares

    0.67% of the 13F portfolio, value $1,954,429.

    13F-HR 0001839890-25-000006 filed by Solitude Financial Services
    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 6,193 shares
    Change vs previous 13F +1,070 shares

    0.72% of the 13F portfolio, value $1,975,443.

    13F-HR 0001839890-25-000005 filed by Solitude Financial Services
    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 5,123 shares
    Change vs previous 13F +1,130 shares

    0.54% of the 13F portfolio, value $1,378,407.

    13F-HR 0001839890-25-000004 filed by Solitude Financial Services
    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 3,993 shares
    Change vs previous 13F -257 shares

    0.52% of the 13F portfolio, value $1,185,082.

    13F-HR 0001839890-25-000001 filed by Solitude Financial Services
    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 4,250 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,152,600.

    13F-HR 0001839890-24-000006 filed by Solitude Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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