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Lebenthal Global Advisors, LLC: AXP position timeline

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

Lebenthal Global Advisors, LLC held 9,672 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,672 shares
    Change vs previous 13F +573 shares

    0.44% of the 13F portfolio, value $3,271,518.

    13F-HR 0001172661-26-002954 filed by Lebenthal Global Advisors, 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 9,099 shares
    Change vs previous 13F +1,109 shares

    0.4% of the 13F portfolio, value $2,752,215.

    13F-HR 0001172661-26-001968 filed by Lebenthal Global Advisors, 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 7,990 shares
    Change vs previous 13F +778 shares

    0.46% of the 13F portfolio, value $2,955,833.

    13F-HR 0001172661-26-000362 filed by Lebenthal Global Advisors, 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 7,212 shares
    Change vs previous 13F +836 shares

    0.42% of the 13F portfolio, value $2,395,586.

    13F-HR 0001172661-25-004569 filed by Lebenthal Global Advisors, 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 6,376 shares
    Change vs previous 13F +971 shares

    0.38% of the 13F portfolio, value $2,033,696.

    13F-HR 0001172661-25-003363 filed by Lebenthal Global Advisors, 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 5,405 shares
    Change vs previous 13F +136 shares

    0.27% of the 13F portfolio, value $1,454,283.

    13F-HR 0001172661-25-001918 filed by Lebenthal Global Advisors, 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 5,269 shares
    Change vs previous 13F -61 shares

    0.29% of the 13F portfolio, value $1,563,787.

    13F-HR 0001172661-25-000303 filed by Lebenthal Global Advisors, LLC
    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 5,330 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,445,496.

    13F-HR 0001172661-24-004375 filed by Lebenthal Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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