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AlTi Global, Inc.: AXP position timeline

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

AlTi Global, Inc. held 5,035 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,035 shares
    Change vs previous 13F -89 shares

    0.04% of the 13F portfolio, value $1,702,958.

    13F-HR 0001838615-26-000004 filed by AlTi Global, Inc.
    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 5,124 shares
    Change vs previous 13F -4,440 shares

    0.03% of the 13F portfolio, value $1,549,997.

    13F-HR 0001838615-26-000003 filed by AlTi Global, Inc.
    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 9,564 shares
    Change vs previous 13F -12,793 shares

    0.08% of the 13F portfolio, value $3,538,128.

    13F-HR 0001838615-26-000002 filed by AlTi Global, Inc.
    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 22,357 shares
    Change vs previous 13F -5,068 shares

    0.17% of the 13F portfolio, value $7,425,538.

    13F-HR 0001085146-25-005972 filed by AlTi Global, Inc.
    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 27,425 shares
    Change vs previous 13F +19,538 shares

    0.22% of the 13F portfolio, value $8,779,866.

    13F-HR 0001085146-25-004347 filed by AlTi Global, Inc.
    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 7,887 shares
    Change vs previous 13F -682 shares

    0.06% of the 13F portfolio, value $2,121,381.

    13F-HR 0001085146-25-003243 filed by AlTi Global, Inc.
    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 8,569 shares
    Change vs previous 13F +133 shares

    0.06% of the 13F portfolio, value $2,619,386.

    13F-HR 0001085146-25-001496 filed by AlTi Global, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 8,436 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,287,866.

    13F-HR 0001085146-24-005921 filed by AlTi Global, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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