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Disclosery

STANCE CAPITAL LLC: AXP position timeline

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

STANCE CAPITAL LLC held 13,466 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,466 shares
    Change vs previous 13F +8,863 shares

    1.39% of the 13F portfolio, value $4,554,874.

    13F-HR 0002056334-26-000003 filed by STANCE CAPITAL 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 4,603 shares
    Change vs previous 13F +972 shares

    0.68% of the 13F portfolio, value $1,392,315.

    13F-HR 0002056334-26-000002 filed by STANCE CAPITAL 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 3,631 shares
    Change vs previous 13F -500 shares

    0.49% of the 13F portfolio, value $1,343,288.

    13F-HR 0002056334-26-000001 filed by STANCE CAPITAL 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 4,131 shares
    Change vs previous 13F -348 shares

    0.5% of the 13F portfolio, value $1,372,153.

    13F-HR 0002056334-25-000005 filed by STANCE CAPITAL 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 4,479 shares
    Change vs previous 13F +4,479 shares

    0.54% of the 13F portfolio, value $1,428,711.

    13F-HR 0002056334-25-000003 filed by STANCE CAPITAL 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 0 shares
    Change vs previous 13F -625 shares

    13F-HR 0002056334-25-000002 filed by STANCE CAPITAL LLC
    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.

  7. period ended2024-12-31
    13F 625 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $185,493.

    13F-HR 0002056334-25-000001 filed by STANCE CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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