Position in AXP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$204,641
-$4,895,859 QoQ
Shares Held
605
-95.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,673
of 2,990 holders
Holding Since
Mar 2020
12 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, 2026NewSquare Capital LLC holds $2,405,739 across 4 Credit Services names. AXP ranks #4 (8.5% of the industry book) .
All Filings in AXP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,641 | 605 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $5,100,500 | 13,787 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,786,028 | 20,430 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,354,400 | 19,921 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $5,102,264 | 18,964 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $5,425,914 | 18,282 | Shares | Sole | 2025-02-06 | |
| 2023-09-30 | $1,044 | 7 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,309 | 19 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,134 | 19 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $2,807 | 19 | Shares | Sole | 2023-02-07 | |
| 2021-06-30 | $63,448 | 384 | Shares | Sole | 2021-07-28 | |
| 2020-03-31 | $2,568 | 30 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||