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Disclosery

ICONIQ Capital, LLC: AXP position timeline

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

ICONIQ Capital, LLC held 0 AXP shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -2,457 shares

    13F-HR 0001011438-25-000558 filed by ICONIQ Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 2,457 shares
    Change vs previous 13F -1,089 shares

    0.01% of the 13F portfolio, value $783,734.

    13F-HR 0001011438-25-000429 filed by ICONIQ 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 ended2025-03-31
    13F 3,546 shares
    Change vs previous 13F +550 shares

    0.02% of the 13F portfolio, value $954,051.

    13F-HR 0001011438-25-000273 filed by ICONIQ 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 ended2024-12-31
    13F 2,996 shares
    Change vs previous 13F +1,505 shares

    0.01% of the 13F portfolio, value $889,183.

    13F-HR 0001011438-25-000133 filed by ICONIQ 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 ended2024-09-30
    13F 1,491 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $404,359.

    13F-HR 0001011438-24-000607 filed by ICONIQ Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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