Position in AXP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$786,431
+$83,165 QoQ
Shares Held
2,325
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,710
of 2,990 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026MONETARY MANAGEMENT GROUP INC holds $9,478,253 across 4 Credit Services names. AXP ranks #4 (8.3% of the industry book) .
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $786,431 | 2,325 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $703,266 | 2,325 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $878,631 | 2,375 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $788,880 | 2,375 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $757,577 | 2,375 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $638,993 | 2,375 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $704,876 | 2,375 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $644,100 | 2,375 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $549,931 | 2,375 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $548,049 | 2,407 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $388,730 | 2,075 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $384,164 | 2,575 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $448,565 | 2,575 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $424,746 | 2,575 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $398,925 | 2,700 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $364,257 | 2,700 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $374,274 | 2,700 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $504,900 | 2,700 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $564,420 | 3,450 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $577,978 | 3,450 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $466,774 | 2,825 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $682,448 | 4,825 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $619,663 | 5,125 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $513,781 | 5,125 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $583,100 | 6,125 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $530,782 | 6,200 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||