Cerity Partners LLC: AXP position timeline

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

Cerity Partners LLC held 218,769 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 218,769 shares
Change vs previous 13F +3,382 shares
0.09% of the 13F portfolio, value $74,004,639.
13F-HR 0001172661-26-003640 filed by Cerity Partners LLC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 215,387 shares
Change vs previous 13F not available
0.09% of the 13F portfolio, value $65,157,880.
13F-HR 0001172661-26-002233 filed by Cerity Partners LLC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).