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Disclosery

Stonebrook Private Inc.: AXP position timeline

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

Stonebrook Private Inc. held 5,662 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 5,662 shares
    Change vs previous 13F -14 shares

    0.35% of the 13F portfolio, value $1,915,021.

    13F-HR 0001765380-26-000393 filed by Stonebrook Private Inc.
    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 5,676 shares
    Change vs previous 13F +4 shares

    0.37% of the 13F portfolio, value $1,716,951.

    13F-HR 0001765380-26-000202 filed by Stonebrook Private Inc.
    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 5,672 shares
    Change vs previous 13F +26 shares

    0.44% of the 13F portfolio, value $2,098,288.

    13F-HR 0001765380-26-000103 filed by Stonebrook Private Inc.
    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 5,646 shares
    Change vs previous 13F +8 shares

    0.41% of the 13F portfolio, value $1,875,483.

    13F-HR 0001765380-25-000461 filed by Stonebrook Private Inc.
    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 5,638 shares
    Change vs previous 13F +70 shares

    0.42% of the 13F portfolio, value $1,798,422.

    13F-HR 0001765380-25-000325 filed by Stonebrook Private Inc.
    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 5,568 shares
    Change vs previous 13F +55 shares

    0.39% of the 13F portfolio, value $1,498,197.

    13F-HR 0001765380-25-000157 filed by Stonebrook Private Inc.
    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 5,513 shares
    Change vs previous 13F +52 shares

    0.43% of the 13F portfolio, value $1,636,259.

    13F-HR 0001765380-25-000116 filed by Stonebrook Private Inc.
    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 5,461 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,481,064.

    13F-HR 0001765380-24-000429 filed by Stonebrook Private Inc.
    Filed (acceptance time not in the bulk data set), ingested

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