Avantax Planning Partners, Inc.

Position in AXP — American Express Co

CIK 1005441 DUBUQUE, IA

Position in AXP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$862,199

+$91,480 QoQ

Shares Held

2,549

+0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,652

of 2,990 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $6,871,618 across 5 Credit Services names. AXP ranks #3 (12.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	12,585	$4,317,787
2	MA	Mastercard Inc	2,423	$1,244,452
3	AXP	American Express Co This page	2,549	$862,199
4	AGM	Federal Agricultural Mortgage Corp	1,238	$246,696
5	PYPL	PayPal Holdings, Inc.	4,643	$200,484

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$862,199	2,549	+0.0%	Shares	Sole	2026-07-28
2026-03-31	$770,719	2,548	+0.1%	Shares	Sole	2026-05-04
2025-12-31	$941,522	2,545	+0.3%	Shares	Sole	2026-02-05
2025-09-30	$843,022	2,538	-10.2%	Shares	Sole	2025-10-31
2025-06-30	$901,118	2,825	+0.0%	Shares	Sole	2025-08-11
2025-03-31	$759,797	2,824	+12.1%	Shares	Sole	2025-04-29
2024-12-31	$747,614	2,519	-7.4%	Shares	Sole	2025-02-07
2024-09-30	$737,935	2,721	-34.4%	Shares	Sole	2024-11-14
2024-06-30	$960,700	4,149	-5.4%	Shares	Sole	2024-08-09
2024-03-31	$999,103	4,388	+13.1%	Shares	Sole	2024-05-03
2023-12-31	$726,879	3,880	+78.8%	Shares	Sole	2024-02-09
2023-09-30	$323,742	2,170	+0.3%	Shares	Sole	2023-11-06
2023-06-30	$376,968	2,164	+2.5%	Shares	Sole	2023-07-18
2023-03-31	$348,374	2,112	-2.6%	Shares	Sole	2023-04-21
2022-12-31	$320,322	2,168	+7.5%	Shares	Sole	2023-02-10
2022-09-30	$272,113	2,017	-14.3%	Shares	Sole	2022-10-14
2022-06-30	$326,172	2,353	+0.3%	Shares	Sole	2022-07-18
2022-03-31	$438,889	2,347	+0.3%	Shares	Sole	2022-05-09
2021-12-31	$382,824	2,340	+49.1%	Shares	Sole	2022-01-28
2021-09-30	$262,854	1,569	-2.7%	Shares	Sole	2021-10-27
2021-06-30	$266,515	1,613	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.