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Disclosery

Sun Financial Inc: AXP position timeline

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

Sun Financial Inc held 4,358 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 4,358 shares
    Change vs previous 13F +294 shares

    0.7% of the 13F portfolio, value $1,476,778.

    13F-HR 0002067342-26-000005 filed by Sun Financial 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 4,064 shares
    Change vs previous 13F +177 shares

    0.64% of the 13F portfolio, value $1,270,957.

    13F-HR 0002067342-26-000003 filed by Sun Financial 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 3,887 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,437,922.

    13F-HR 0002067342-26-000001 filed by Sun Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

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