Skip to content
Disclosery

Yoffe Investment Management, LLC: AXP position timeline

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

Yoffe Investment Management, LLC held 2,800 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,800 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $947,150.

    13F-HR 0002056336-26-000007 filed by Yoffe Investment 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 2,800 shares
    Change vs previous 13F 0 shares

    1.09% of the 13F portfolio, value $846,989.

    13F-HR 0002056336-26-000004 filed by Yoffe Investment 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 2,800 shares
    Change vs previous 13F -4 shares

    1.32% of the 13F portfolio, value $1,035,915.

    13F-HR 0002056336-26-000002 filed by Yoffe Investment 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 2,804 shares
    Change vs previous 13F 0 shares

    1.21% of the 13F portfolio, value $931,426.

    13F-HR 0002056336-25-000005 filed by Yoffe Investment 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 2,804 shares
    Change vs previous 13F 0 shares

    1.22% of the 13F portfolio, value $894,467.

    13F-HR 0002056336-25-000003 filed by Yoffe Investment 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 2,804 shares
    Change vs previous 13F 0 shares

    1.11% of the 13F portfolio, value $754,456.

    13F-HR 0001172661-25-001503 filed by Yoffe Investment 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/A 2,804 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $832,243.

    13F-HR/A 0001172661-25-001342 filed by Yoffe Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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