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US Asset Management LLC: AXP position timeline

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

US Asset Management LLC held 3,124 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,124 shares
    Change vs previous 13F 0 shares

    0.8% of the 13F portfolio, value $1,056,693.

    13F-HR 0001882673-26-000005 filed by US 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 3,124 shares
    Change vs previous 13F -26 shares

    0.82% of the 13F portfolio, value $944,948.

    13F-HR 0001882673-26-000004 filed by US 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 3,150 shares
    Change vs previous 13F -33 shares

    0.95% of the 13F portfolio, value $1,165,342.

    13F-HR 0001882673-26-000002 filed by US 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 3,183 shares
    Change vs previous 13F 0 shares

    0.87% of the 13F portfolio, value $1,057,265.

    13F-HR 0001882673-25-000008 filed by US 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 3,183 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $1,015,313.

    13F-HR 0001882673-25-000006 filed by US 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 3,183 shares
    Change vs previous 13F -17 shares

    0.82% of the 13F portfolio, value $856,000.

    13F-HR 0001882673-25-000004 filed by US 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 3,200 shares
    Change vs previous 13F -136 shares

    0.85% of the 13F portfolio, value $950,000.

    13F-HR 0001882673-25-000002 filed by US 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 3,336 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $960,000.

    13F-HR 0001882673-24-000011 filed by US Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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