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Disclosery

Callan Family Office, LLC: AXP position timeline

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

Callan Family Office, LLC held 29,646 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,646 shares
    Change vs previous 13F +174 shares

    0.2% of the 13F portfolio, value $10,027,731.

    13F-HR 0001938970-26-000004 filed by Callan Family Office, 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 29,472 shares
    Change vs previous 13F -1,679 shares

    0.2% of the 13F portfolio, value $8,914,656.

    13F-HR 0001938970-26-000003 filed by Callan Family Office, 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 31,151 shares
    Change vs previous 13F +8,812 shares

    0.25% of the 13F portfolio, value $11,524,272.

    13F-HR 0001938970-26-000002 filed by Callan Family Office, 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 22,339 shares
    Change vs previous 13F -1,095 shares

    0.24% of the 13F portfolio, value $7,420,122.

    13F-HR 0001938970-25-000004 filed by Callan Family Office, 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 23,434 shares
    Change vs previous 13F +10,842 shares

    0.24% of the 13F portfolio, value $7,474,977.

    13F-HR 0001221073-25-000065 filed by Callan Family Office, 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 12,592 shares
    Change vs previous 13F -822 shares

    0.25% of the 13F portfolio, value $3,387,878.

    13F-HR 0001221073-25-000052 filed by Callan Family Office, 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 13,414 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,981,141.

    13F-HR 0001221073-25-000016 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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