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Disclosery

SP Asset Management LLC: AXP position timeline

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

SP Asset Management LLC held 33,837 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,837 shares
    Change vs previous 13F +57 shares

    0.92% of the 13F portfolio, value $11,445,442.

    13F-HR 0001962086-26-000005 filed by SP Asset Management 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 33,780 shares
    Change vs previous 13F +23 shares

    0.9% of the 13F portfolio, value $10,217,671.

    13F-HR 0001962086-26-000004 filed by SP Asset Management 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 33,757 shares
    Change vs previous 13F +52 shares

    0.99% of the 13F portfolio, value $12,488,265.

    13F-HR 0001962086-26-000001 filed by SP Asset Management 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 33,705 shares
    Change vs previous 13F +63 shares

    0.89% of the 13F portfolio, value $11,195,542.

    13F-HR 0001962086-25-000007 filed by SP Asset Management 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 33,642 shares
    Change vs previous 13F +69 shares

    0.89% of the 13F portfolio, value $10,731,008.

    13F-HR 0001962086-25-000004 filed by SP Asset Management 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 33,573 shares
    Change vs previous 13F -279 shares

    0.8% of the 13F portfolio, value $9,032,735.

    13F-HR 0001962086-25-000003 filed by SP Asset Management 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 33,852 shares
    Change vs previous 13F -783 shares

    0.84% of the 13F portfolio, value $10,046,846.

    13F-HR 0001962086-25-000001 filed by SP Asset Management 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 34,635 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $9,392,944.

    13F-HR 0001962086-24-000006 filed by SP Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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