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Disclosery

Summa Corp.: AXP position timeline

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

Summa Corp. held 600 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 600 shares
    Change vs previous 13F -310 shares

    0.06% of the 13F portfolio, value $202,950.

    13F-HR 0001214659-26-009701 filed by Summa Corp.
    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 910 shares
    Change vs previous 13F +100 shares

    0.11% of the 13F portfolio, value $275,257.

    13F-HR 0001214659-26-005326 filed by Summa Corp.
    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 810 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $299,660.

    13F-HR 0001214659-26-000679 filed by Summa Corp.
    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 810 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $269,050.

    13F-HR 0001214659-25-015365 filed by Summa Corp.
    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 810 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $258,374.

    13F-HR 0001214659-25-010906 filed by Summa Corp.
    Filed (acceptance time not in the bulk data set), ingested

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