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Disclosery

TAGStone Capital, Inc.: AXP position timeline

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

TAGStone Capital, Inc. held 9,784 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,784 shares
    Change vs previous 13F +206 shares

    1.05% of the 13F portfolio, value $3,309,354.

    13F-HR 0001903044-26-000003 filed by TAGStone Capital, 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 9,578 shares
    Change vs previous 13F +21 shares

    1.02% of the 13F portfolio, value $2,897,228.

    13F-HR 0001903044-26-000002 filed by TAGStone Capital, 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 9,557 shares
    Change vs previous 13F -200 shares

    1.32% of the 13F portfolio, value $3,535,674.

    13F-HR 0001903044-26-000001 filed by TAGStone Capital, 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 9,757 shares
    Change vs previous 13F 0 shares

    1.28% of the 13F portfolio, value $3,240,849.

    13F-HR 0001903044-25-000007 filed by TAGStone Capital, 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 9,757 shares
    Change vs previous 13F +53 shares

    1.2% of the 13F portfolio, value $2,901,992.

    13F-HR 0001903044-25-000006 filed by TAGStone Capital, 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 9,704 shares
    Change vs previous 13F +240 shares

    1.28% of the 13F portfolio, value $2,611,000.

    13F-HR 0001903044-25-000002 filed by TAGStone Capital, 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 9,464 shares
    Change vs previous 13F +108 shares

    1.38% of the 13F portfolio, value $2,809,000.

    13F-HR 0001903044-25-000001 filed by TAGStone Capital, 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 9,356 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $2,537,000.

    13F-HR 0001903044-24-000004 filed by TAGStone Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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