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Disclosery

Heard Capital LLC: AXP position timeline

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

Heard Capital LLC held 339,427 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 339,427 shares
    Change vs previous 13F -400 shares

    4.91% of the 13F portfolio, value $114,811,183.

    13F-HR 0001172661-26-003256 filed by Heard Capital 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 339,827 shares
    Change vs previous 13F -6,308 shares

    5.31% of the 13F portfolio, value $102,790,871.

    13F-HR 0001172661-26-002072 filed by Heard Capital 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 346,135 shares
    Change vs previous 13F -85,605 shares

    6.01% of the 13F portfolio, value $128,052,643.

    13F-HR 0001172661-26-000827 filed by Heard Capital 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/A 431,740 shares
    Change vs previous 13F +45,745 shares

    6.96% of the 13F portfolio, value $143,406,758.

    13F-HR/A 0001172661-25-004995 filed by Heard Capital 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 385,995 shares
    Change vs previous 13F -16,470 shares

    6.43% of the 13F portfolio, value $123,124,685.

    13F-HR 0001172661-25-003442 filed by Heard Capital 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 402,465 shares
    Change vs previous 13F +21,335 shares

    6.43% of the 13F portfolio, value $108,283,208.

    13F-HR 0001172661-25-001980 filed by Heard Capital 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 381,130 shares
    Change vs previous 13F +7,203 shares

    6.73% of the 13F portfolio, value $113,115,572.

    13F-HR 0001172661-25-000903 filed by Heard Capital 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 373,927 shares
    Change vs previous 13F not available

    5.69% of the 13F portfolio, value $101,409,002.

    13F-HR 0001172661-24-004756 filed by Heard Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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