Position in AXP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$711,001
+$75,189 QoQ
Shares Held
2,102
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,781
of 2,998 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Alta Advisers Ltd holds $5,146,754 across 4 Credit Services names. AXP ranks #3 (13.8% of the industry book) .
All Filings in AXP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $711,001 | 2,102 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $635,812 | 2,102 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $777,634 | 2,102 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $910,782 | 2,742 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $874,643 | 2,742 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $737,735 | 2,742 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $546,687 | 1,842 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $433,920 | 1,600 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $370,480 | 1,600 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $364,304 | 1,600 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $299,744 | 1,600 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $238,704 | 1,600 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $278,720 | 1,600 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $263,920 | 1,600 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $236,400 | 1,600 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $215,856 | 1,600 | Shares | Sole | 2022-10-28 | |
| No filing history on record for this holder in this stock. | ||||||