Van Hulzen Asset Management, LLC: AXP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Van Hulzen Asset Management, LLC on AXP, newest first. How the timeline and the estimate are built.
Van Hulzen Asset Management, LLC held 796 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 796 sharesChange vs previous 13F +796 shares
0.02% of the 13F portfolio, value $269,247.
13F-HR 0001765380-26-000374 filed by Van Hulzen Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -670 shares
13F-HR 0001765380-25-000232 filed by Van Hulzen Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 670 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $198,850.
13F-HR 0001600145-25-000001 filed by Van Hulzen Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).