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Disclosery

Unison Asset Management LLC: AXP position timeline

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

Unison Asset Management LLC held 48,782 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,782 shares
    Change vs previous 13F +1,397 shares

    6.7% of the 13F portfolio, value $16,500,512.

    13F-HR 0001840755-26-000003 filed by Unison Asset Management 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 47,385 shares
    Change vs previous 13F +9,297 shares

    6.55% of the 13F portfolio, value $14,333,015.

    13F-HR 0001840755-26-000002 filed by Unison Asset Management 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 38,088 shares
    Change vs previous 13F +921 shares

    6.31% of the 13F portfolio, value $14,090,656.

    13F-HR 0001840755-26-000001 filed by Unison Asset Management LLC
    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/A 37,167 shares
    Change vs previous 13F 0 shares

    5.77% of the 13F portfolio, value $12,345,391.

    13F-HR/A 0001840755-25-000010 filed by Unison Asset Management LLC
    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 37,167 shares
    Change vs previous 13F +1,686 shares

    5.98% of the 13F portfolio, value $11,855,530.

    13F-HR 0001840755-25-000005 filed by Unison Asset Management LLC
    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 35,481 shares
    Change vs previous 13F +622 shares

    5.05% of the 13F portfolio, value $8,574,799.

    13F-HR 0001840755-25-000004 filed by Unison Asset Management LLC
    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 34,859 shares
    Change vs previous 13F +855 shares

    5.07% of the 13F portfolio, value $10,345,803.

    13F-HR 0001840755-25-000001 filed by Unison Asset Management LLC
    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 34,004 shares
    Change vs previous 13F not available

    4.38% of the 13F portfolio, value $9,221,885.

    13F-HR 0001840755-24-000005 filed by Unison Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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