YOUSIF CAPITAL MANAGEMENT, LLC: AXP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of YOUSIF CAPITAL MANAGEMENT, LLC on AXP, newest first. How the timeline and the estimate are built.
YOUSIF CAPITAL MANAGEMENT, LLC held 55,556 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 55,556 sharesChange vs previous 13F -4,305 shares
0.21% of the 13F portfolio, value $18,791,840.
13F-HR 0001858789-26-000004 filed by YOUSIF CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 59,861 sharesChange vs previous 13F -2,869 shares
0.21% of the 13F portfolio, value $18,106,776.
13F-HR 0001858789-26-000003 filed by YOUSIF CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 62,730 sharesChange vs previous 13F -5,187 shares
0.24% of the 13F portfolio, value $22,093,042.
13F-HR 0001858789-26-000001 filed by YOUSIF CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 67,917 sharesChange vs previous 13F -5,131 shares
0.24% of the 13F portfolio, value $22,559,263.
13F-HR 0001858789-25-000008 filed by YOUSIF CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 73,048 sharesChange vs previous 13F -1,210 shares
0.25% of the 13F portfolio, value $23,300,834.
13F-HR 0001858789-25-000006 filed by YOUSIF CAPITAL 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 74,258 sharesChange vs previous 13F -3,164 shares
0.23% of the 13F portfolio, value $19,979,115.
13F-HR 0001858789-25-000003 filed by YOUSIF CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 77,422 sharesChange vs previous 13F -589 shares
0.25% of the 13F portfolio, value $22,978,075.
13F-HR 0001858789-25-000001 filed by YOUSIF CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 78,011 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $21,156,583.
13F-HR 0001858789-24-000009 filed by YOUSIF CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).