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Disclosery

HEADINVEST, LLC: AXP position timeline

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

HEADINVEST, LLC held 26,077 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 26,077 shares
    Change vs previous 13F -104 shares

    1.65% of the 13F portfolio, value $8,820,545.

    13F-HR 0001172661-26-003536 filed by HEADINVEST, 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 26,181 shares
    Change vs previous 13F -1,033 shares

    1.62% of the 13F portfolio, value $7,919,229.

    13F-HR 0001172661-26-002251 filed by HEADINVEST, 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 27,214 shares
    Change vs previous 13F -927 shares

    2% of the 13F portfolio, value $10,067,819.

    13F-HR 0001172661-26-000431 filed by HEADINVEST, 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 28,141 shares
    Change vs previous 13F -938 shares

    1.93% of the 13F portfolio, value $9,347,315.

    13F-HR 0001172661-25-004982 filed by HEADINVEST, 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 29,079 shares
    Change vs previous 13F -3,455 shares

    1.98% of the 13F portfolio, value $9,275,619.

    13F-HR 0001172661-25-003356 filed by HEADINVEST, 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 32,534 shares
    Change vs previous 13F -1,882 shares

    1.7% of the 13F portfolio, value $8,753,273.

    13F-HR 0001172661-25-001993 filed by HEADINVEST, 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 34,416 shares
    Change vs previous 13F -1,441 shares

    1.93% of the 13F portfolio, value $10,214,325.

    13F-HR 0001172661-25-001323 filed by HEADINVEST, 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 35,857 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $9,724,418.

    13F-HR 0001172661-24-005343 filed by HEADINVEST, LLC
    Filed (acceptance time not in the bulk data set), ingested

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