Position in AXP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,464,284
+$275,538 QoQ
Shares Held
4,329
+10.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,359
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, 2026Aspen Investment Management Inc holds $4,508,152 across 3 Credit Services names. AXP ranks #2 (32.5% of the industry book) .
All Filings in AXP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,464,284 | 4,329 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,188,746 | 3,930 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,420,238 | 3,839 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,281,141 | 3,857 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,173,208 | 3,678 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $884,098 | 3,286 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $984,155 | 3,316 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $899,028 | 3,315 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $767,588 | 3,315 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $763,899 | 3,355 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $622,156 | 3,321 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $495,310 | 3,320 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $576,602 | 3,310 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $520,912 | 3,158 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $466,594 | 3,158 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $439,536 | 3,258 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $451,623 | 3,258 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $614,856 | 3,288 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $546,096 | 3,338 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $601,097 | 3,588 | Shares | Sole | 2021-12-06 | |
| 2021-06-30 | $592,845 | 3,588 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $507,486 | 3,588 | Shares | Sole | 2021-06-10 | |
| 2020-12-31 | $433,825 | 3,588 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $369,722 | 3,688 | Shares | Sole | 2020-11-30 | |
| 2020-06-30 | $351,097 | 3,688 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $315,729 | 3,688 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||