Position in AFRM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$520,790
-$325,181 QoQ
Shares Held
11,366
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026BBR PARTNERS, LLC holds $228,657 across 1 Credit Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
676 | $228,657 |
All Filings in AFRM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $520,790 | 11,366 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $845,971 | 11,366 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $830,627 | 11,366 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $785,845 | 11,366 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $513,629 | 11,366 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $692,189 | 11,366 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $463,960 | 11,366 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $477,861 | 15,818 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $589,378 | 15,818 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $777,296 | 15,818 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $342,617 | 16,108 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $246,935 | 16,108 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $209,712 | 18,608 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $549,081 | 56,782 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,595,125 | 85,028 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,535,605 | 85,028 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,935,095 | 85,028 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,567,008 | 85,193 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $11,527,495 | 96,764 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $451,514 | 6,704 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||