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Disclosery

Pathstone Holdings, LLC: AXP position timeline

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

Pathstone Holdings, LLC held 112,055 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,055 shares
    Change vs previous 13F +5,344 shares

    0.11% of the 13F portfolio, value $37,978,507.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, 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 106,711 shares
    Change vs previous 13F +3,531 shares

    0.13% of the 13F portfolio, value $32,277,981.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, 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 103,180 shares
    Change vs previous 13F -1,710 shares

    0.15% of the 13F portfolio, value $38,171,625.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, 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 104,890 shares
    Change vs previous 13F +1,850 shares

    0.13% of the 13F portfolio, value $34,840,379.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, 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 103,040 shares
    Change vs previous 13F -7,769 shares

    0.13% of the 13F portfolio, value $32,867,756.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, 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 110,809 shares
    Change vs previous 13F +298 shares

    0.13% of the 13F portfolio, value $29,821,555.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, 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 110,511 shares
    Change vs previous 13F -2,734 shares

    0.14% of the 13F portfolio, value $32,789,492.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, 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 113,245 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $30,712,049.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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