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TILIA FIDUCIARY PARTNERS, INC.: AXP position timeline

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

TILIA FIDUCIARY PARTNERS, INC. held 8,282 AXP shares at 2026-09-30 per its 13F-HR/A filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F/A 8,282 shares
    Change vs previous 13F +350 shares

    1.16% of the 13F portfolio, value $2,518,684.

    13F-HR/A 0001910210-26-000005 filed by TILIA FIDUCIARY PARTNERS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,932 shares
    Change vs previous 13F +370 shares

    1.27% of the 13F portfolio, value $2,683,139.

    13F-HR 0001910210-26-000003 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,562 shares
    Change vs previous 13F +464 shares

    1.26% of the 13F portfolio, value $2,287,327.

    13F-HR 0001910210-26-000002 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,098 shares
    Change vs previous 13F +225 shares

    1.45% of the 13F portfolio, value $2,625,783.

    13F-HR 0001910210-26-000001 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,873 shares
    Change vs previous 13F +21 shares

    1.32% of the 13F portfolio, value $2,282,836.

    13F-HR 0001910210-25-000005 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,852 shares
    Change vs previous 13F +416 shares

    1.33% of the 13F portfolio, value $2,185,518.

    13F-HR 0001910210-25-000004 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,436 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $1,731,608.

    13F-HR 0001910210-25-000003 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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