Trinity Legacy Partners, LLC: AXP position timeline

Trinity Legacy Partners, LLC held 16,987 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 16,987 shares

   Change vs previous 13F +154 shares

   1.23% of the 13F portfolio, value $6,142,020.

   13F-HR 0001214659-26-008905 filed by Trinity Legacy Partners, LLC
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 16,833 shares

   Change vs previous 13F +557 shares

   1.19% of the 13F portfolio, value $5,503,850.

   13F-HR 0001214659-26-004719 filed by Trinity Legacy Partners, LLC
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 16,276 shares

   Change vs previous 13F +19 shares

   1.38% of the 13F portfolio, value $6,021,343.

   13F-HR 0001214659-26-000809 filed by Trinity Legacy Partners, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 16,257 shares

   Change vs previous 13F +62 shares

   1.35% of the 13F portfolio, value $5,864,313.

   13F-HR 0001214659-25-015825 filed by Trinity Legacy Partners, LLC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 16,195 shares

   Change vs previous 13F -90 shares

   1.23% of the 13F portfolio, value $5,051,353.

   13F-HR 0001214659-25-010675 filed by Trinity Legacy Partners, LLC
   Filed 2025-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 16,285 shares

   Change vs previous 13F -4,542 shares

   1.25% of the 13F portfolio, value $4,923,084.

   13F-HR 0001214659-25-007587 filed by Trinity Legacy Partners, LLC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 20,827 shares

   Change vs previous 13F +491 shares

   1.59% of the 13F portfolio, value $6,181,312.

   13F-HR 0001214659-25-001704 filed by Trinity Legacy Partners, LLC
   Filed 2025-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 20,336 shares

   Change vs previous 13F not available

   1.44% of the 13F portfolio, value $5,623,360.

   13F-HR 0001214659-24-018161 filed by Trinity Legacy Partners, LLC
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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