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Disclosery

UNIO CAPITAL LLC: AXP position timeline

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

UNIO CAPITAL LLC held 83,674 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,674 shares
    Change vs previous 13F +31 shares

    5.38% of the 13F portfolio, value $28,302,731.

    13F-HR 0001398344-26-014486 filed by UNIO CAPITAL LLC
    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 83,643 shares
    Change vs previous 13F +34,918 shares

    5.42% of the 13F portfolio, value $25,300,335.

    13F-HR 0001398344-26-009227 filed by UNIO CAPITAL LLC
    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 48,725 shares
    Change vs previous 13F not available

    3.39% of the 13F portfolio, value $18,025,814.

    13F-HR 0001398344-26-003204 filed by UNIO CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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