Position in AXP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$67,650
+$7,154 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,814
of 2,990 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026SRH ADVISORS, LLC holds $238,781 across 5 Credit Services names. AXP ranks #2 (28.3% 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 | $67,650 | 200 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $60,496 | 200 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $73,990 | 200 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $66,432 | 200 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $63,796 | 200 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $53,810 | 200 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $59,358 | 200 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $54,240 | 200 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $46,310 | 200 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $45,538 | 200 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $37,468 | 200 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $29,838 | 200 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $34,840 | 200 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $32,990 | 200 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $29,550 | 200 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $26,982 | 200 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $69,310 | 500 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $93,500 | 500 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $81,800 | 500 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $83,765 | 500 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $82,615 | 500 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $70,720 | 500 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $60,455 | 500 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $50,125 | 500 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $19,040 | 200 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $17,122 | 200 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||