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Disclosery

Heritage Trust Co: AXP position timeline

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

Heritage Trust Co held 21,389 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,389 shares
    Change vs previous 13F -409 shares

    0.63% of the 13F portfolio, value $7,234,858.

    13F-HR 0001706028-26-000006 filed by Heritage Trust Co
    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 21,798 shares
    Change vs previous 13F -392 shares

    0.66% of the 13F portfolio, value $6,593,449.

    13F-HR 0001706028-26-000004 filed by Heritage Trust Co
    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 22,190 shares
    Change vs previous 13F -1,053 shares

    0.84% of the 13F portfolio, value $8,209,214.

    13F-HR 0001706028-26-000002 filed by Heritage Trust Co
    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 23,243 shares
    Change vs previous 13F -821 shares

    0.82% of the 13F portfolio, value $7,720,396.

    13F-HR 0001706028-25-000005 filed by Heritage Trust Co
    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 24,064 shares
    Change vs previous 13F -993 shares

    0.89% of the 13F portfolio, value $7,675,954.

    13F-HR 0001625292-25-000011 filed by Heritage Trust Co
    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 25,057 shares
    Change vs previous 13F -1,606 shares

    0.82% of the 13F portfolio, value $6,741,606.

    13F-HR 0001625292-25-000007 filed by Heritage Trust Co
    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 26,663 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $7,913,323.

    13F-HR 0001706028-25-000002 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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