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Disclosery

Unified Investment Management: AXP position timeline

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

Unified Investment Management held 2,401 AXP shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,401 shares
    Change vs previous 13F 0 shares

    0.66% of the 13F portfolio, value $730,183.

    13F-HR 0002085853-26-001170 filed by Unified Investment Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,401 shares
    Change vs previous 13F -33 shares

    0.76% of the 13F portfolio, value $812,088.

    13F-HR 0002085853-26-000871 filed by Unified Investment Management
    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 2,434 shares
    Change vs previous 13F -98 shares

    0.76% of the 13F portfolio, value $736,146.

    13F-HR 0002085853-26-000519 filed by Unified Investment Management
    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 2,532 shares
    Change vs previous 13F -29 shares

    0.95% of the 13F portfolio, value $936,561.

    13F-HR 0002085853-26-000224 filed by Unified Investment Management
    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 2,561 shares
    Change vs previous 13F -68 shares

    0.85% of the 13F portfolio, value $850,514.

    13F-HR 0002085853-25-000176 filed by Unified Investment Management
    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 2,629 shares
    Change vs previous 13F +29 shares

    0.9% of the 13F portfolio, value $838,703.

    13F-HR 0001667731-25-000811 filed by Unified Investment Management
    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 2,600 shares
    Change vs previous 13F -386 shares

    0.83% of the 13F portfolio, value $699,577.

    13F-HR 0001667731-25-000531 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,986 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $886,214.

    13F-HR 0001667731-25-000211 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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