Position in AXP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$441,416
+$46,680 QoQ
Shares Held
1,305
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,108
of 2,998 holders
Holding Since
Mar 2023
13 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, 2026Alpha Family Trust holds $2,931,843 across 3 Credit Services names. AXP ranks #3 (15.1% of the industry book) .
All Filings in AXP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,416 | 1,305 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $394,736 | 1,305 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $482,784 | 1,305 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $433,468 | 1,305 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $416,268 | 1,305 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $351,110 | 1,305 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $387,310 | 1,305 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $353,916 | 1,305 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $302,172 | 1,305 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $297,135 | 1,305 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $244,478 | 1,305 | Shares | Defined | 2024-02-09 | |
| 2023-06-30 | $227,331 | 1,305 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $215,259 | 1,305 | Shares | Defined | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||