Zega Financial, LLC: AXP position timeline

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

Zega Financial, LLC held 877 AXP shares at 2024-09-30 per its 13F-HR filed 2024-11-14.

the latest 13F is the newest step

period ended2024-09-30
13F 877 shares
Change vs previous 13F +877 shares
0.08% of the 13F portfolio, value $237,890.
13F-HR 0001172661-24-004820 filed by Zega Financial, LLC
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 0 shares
Change vs previous 13F -1,030 shares
13F-HR 0001172661-24-003205 filed by Zega Financial, LLC
Filed 2024-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-03-31
13F 1,030 shares
Change vs previous 13F -336 shares
0.1% of the 13F portfolio, value $234,625.
13F-HR 0001172661-24-002103 filed by Zega Financial, LLC
Filed 2024-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 1,366 shares
Change vs previous 13F not available
0.11% of the 13F portfolio, value $255,943.
13F-HR 0001172661-24-001055 filed by Zega Financial, LLC
Filed 2024-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).