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Disclosery

Horizon Investments, LLC: AXP position timeline

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

Horizon Investments, LLC held 29,010 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 29,010 shares
    Change vs previous 13F +3,049 shares

    0.11% of the 13F portfolio, value $9,785,943.

    13F-HR 0001560717-26-000008 filed by Horizon Investments, 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 25,961 shares
    Change vs previous 13F -19,126 shares

    0.09% of the 13F portfolio, value $7,828,020.

    13F-HR 0001560717-26-000007 filed by Horizon Investments, 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 45,087 shares
    Change vs previous 13F +21,815 shares

    0.21% of the 13F portfolio, value $16,642,964.

    13F-HR 0001560717-26-000002 filed by Horizon Investments, 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 23,272 shares
    Change vs previous 13F +4,782 shares

    0.1% of the 13F portfolio, value $7,710,479.

    13F-HR 0001560717-25-000008 filed by Horizon Investments, 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 18,490 shares
    Change vs previous 13F +8,523 shares

    0.09% of the 13F portfolio, value $5,883,148.

    13F-HR 0001560717-25-000006 filed by Horizon Investments, 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 9,967 shares
    Change vs previous 13F +280 shares

    0.08% of the 13F portfolio, value $2,672,751.

    13F-HR 0001560717-25-000004 filed by Horizon Investments, 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 9,687 shares
    Change vs previous 13F +188 shares

    0.08% of the 13F portfolio, value $2,868,224.

    13F-HR 0001560717-25-000001 filed by Horizon Investments, 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 9,499 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,569,385.

    13F-HR 0001560717-24-000006 filed by Horizon Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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