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Disclosery

West Oak Capital, LLC: AXP position timeline

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

West Oak Capital, LLC held 12,077 AXP shares at 2025-09-30 per its 13F-HR filed 2025-10-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 12,077 shares
    Change vs previous 13F -985 shares

    1.59% of the 13F portfolio, value $40,115.

    13F-HR 0001140361-25-037185 filed by West Oak 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 ended2025-06-30
    13F 13,062 shares
    Change vs previous 13F +200 shares

    1.63% of the 13F portfolio, value $41,666.

    13F-HR 0001140361-25-025806 filed by West Oak 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 ended2025-03-31
    13F 12,862 shares
    Change vs previous 13F -1,405 shares

    1.34% of the 13F portfolio, value $34,606.

    13F-HR 0001140361-25-014010 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F/A 14,267 shares
    Change vs previous 13F -15 shares

    1.5% of the 13F portfolio, value $42,344.

    13F-HR/A 0001140361-25-000959 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 14,282 shares
    Change vs previous 13F -380 shares

    0.72% of the 13F portfolio, value $38,733.

    13F-HR 0001140361-24-043643 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 14,662 shares
    Change vs previous 13F +1,185 shares

    1.37% of the 13F portfolio, value $3,394,986.

    13F-HR 0001140361-24-034013 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 13,477 shares
    Change vs previous 13F +260 shares

    1.31% of the 13F portfolio, value $3,069,000.

    13F-HR 0001140361-24-020456 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 13,217 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $2,406,000.

    13F-HR 0001140361-24-002592 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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