Heritage Financial Services, LLC: AXP position timeline

Heritage Financial Services, LLC held 1,469 AXP shares at 2025-12-31 per its 13F-HR filed 2026-02-02.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 1,469 shares

   Change vs previous 13F -134 shares

   0.05% of the 13F portfolio, value $543,457.

   13F-HR 0001172661-26-000428 filed by Heritage Financial Services, LLC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

2. period ended2025-09-30

   13F 1,603 shares

   Change vs previous 13F +103 shares

   0.05% of the 13F portfolio, value $532,453.

   13F-HR 0001172661-25-004494 filed by Heritage Financial Services, LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

3. period ended2025-06-30

   13F 1,500 shares

   Change vs previous 13F +189 shares

   0.05% of the 13F portfolio, value $478,470.

   13F-HR 0001172661-25-002648 filed by Heritage Financial Services, LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2025-03-31

   13F 1,311 shares

   Change vs previous 13F 0 shares

   0.03% of the 13F portfolio, value $352,725.

   13F-HR 0001172661-25-001798 filed by Heritage Financial Services, LLC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 1,311 shares

   Change vs previous 13F 0 shares

   0.05% of the 13F portfolio, value $389,092.

   13F-HR 0001172661-25-000330 filed by Heritage Financial Services, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

6. period ended2024-09-30

   13F 1,311 shares

   Change vs previous 13F 0 shares

   0.05% of the 13F portfolio, value $355,544.

   13F-HR 0001172661-24-004334 filed by Heritage Financial Services, LLC
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

7. period ended2024-06-30

   13F 1,311 shares

   Change vs previous 13F -16 shares

   0.04% of the 13F portfolio, value $303,563.

   13F-HR 0001172661-24-002867 filed by Heritage Financial Services, LLC
   Filed 2024-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

8. period ended2024-03-31

   13F 1,327 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $302,145.

   13F-HR 0001172661-24-002271 filed by Heritage Financial Services, LLC
   Filed 2024-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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