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Disclosery

FIRST FOUNDATION ADVISORS: AXP position timeline

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

FIRST FOUNDATION ADVISORS held 3,389 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,389 shares
    Change vs previous 13F -503 shares

    0.04% of the 13F portfolio, value $1,146,375.

    13F-HR 0001086763-26-000005 filed by FIRST FOUNDATION ADVISORS
    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 3,892 shares
    Change vs previous 13F +80 shares

    0.05% of the 13F portfolio, value $1,177,259.

    13F-HR 0001086763-26-000003 filed by FIRST FOUNDATION ADVISORS
    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 3,812 shares
    Change vs previous 13F -48 shares

    0.05% of the 13F portfolio, value $1,410,263.

    13F-HR 0001086763-26-000002 filed by FIRST FOUNDATION ADVISORS
    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 3,860 shares
    Change vs previous 13F +240 shares

    0.05% of the 13F portfolio, value $1,282,146.

    13F-HR 0001086763-25-000016 filed by FIRST FOUNDATION ADVISORS
    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 3,620 shares
    Change vs previous 13F +296 shares

    0.04% of the 13F portfolio, value $1,154,712.

    13F-HR 0001086763-25-000012 filed by FIRST FOUNDATION ADVISORS
    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 3,324 shares
    Change vs previous 13F -7 shares

    0.04% of the 13F portfolio, value $894,390.

    13F-HR 0001086763-25-000007 filed by FIRST FOUNDATION ADVISORS
    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 3,331 shares
    Change vs previous 13F -10 shares

    0.04% of the 13F portfolio, value $988,682.

    13F-HR 0001086763-25-000003 filed by FIRST FOUNDATION ADVISORS
    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 3,341 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $906,147.

    13F-HR 0001086763-24-000021 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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