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Disclosery

Willow Street Advisors LLC: AXP position timeline

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

Willow Street Advisors LLC held 7,710 AXP shares at 2013-12-31 per its 13F-HR filed 2014-02-14.

the latest 13F is the newest step

  1. period ended2013-12-31
    13F 7,710 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $700,000.

    13F-HR 0001062993-14-000812 filed by Willow Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2013-09-30
    13F/A 7,710 shares
    Change vs previous 13F +1,485 shares

    0.36% of the 13F portfolio, value $582,000.

    13F-HR/A 0001062993-13-005858 filed by Willow Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2013-06-30
    13F 6,225 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $619,000.

    13F-HR 0001062993-13-004111 filed by Willow Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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