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Disclosery

Summit Financial, LLC: AXP position timeline

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

Summit Financial, LLC held 37,177 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,177 shares
    Change vs previous 13F -1,463 shares

    0.14% of the 13F portfolio, value $12,575,133.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 38,640 shares
    Change vs previous 13F +3,173 shares

    0.15% of the 13F portfolio, value $11,687,868.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 35,467 shares
    Change vs previous 13F +694 shares

    0.19% of the 13F portfolio, value $13,121,004.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 34,773 shares
    Change vs previous 13F +1,604 shares

    0.18% of the 13F portfolio, value $11,550,289.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 33,169 shares
    Change vs previous 13F +3,669 shares

    0.24% of the 13F portfolio, value $10,580,285.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 29,500 shares
    Change vs previous 13F +18,593 shares

    0.22% of the 13F portfolio, value $7,936,956.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 10,907 shares
    Change vs previous 13F +5,708 shares

    0.11% of the 13F portfolio, value $3,236,989.

    13F-HR 0001765536-25-000001 filed by Summit Financial, 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 5,199 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,409,848.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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