Position in AXP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,599,584
+$414,770 QoQ
Shares Held
4,729
+20.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,306
of 2,990 holders
Holding Since
Jun 2020
23 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, 2026Advisory Alpha, LLC holds $8,091,394 across 5 Credit Services names. AXP ranks #3 (19.8% of the industry book) .
All Filings in AXP
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,599,584 | 4,729 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,184,814 | 3,917 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,372,144 | 3,709 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,073,873 | 3,233 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $726,317 | 2,277 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $500,433 | 1,860 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $476,941 | 1,607 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $288,556 | 1,064 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $226,455 | 978 | Shares | Sole | 2024-08-21 | |
| 2024-03-31 | $211,979 | 931 | Shares | Sole | 2024-05-06 | |
| 2023-06-30 | $282,029 | 1,619 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $266,724 | 1,617 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $237,286 | 1,606 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $240,949 | 1,786 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $225,396 | 1,626 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $303,875 | 1,625 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $265,522 | 1,623 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $399,559 | 2,385 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $350,618 | 2,122 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $370,572 | 2,620 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $316,663 | 2,619 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $267,366 | 2,667 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $263,418 | 2,767 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||