Position in AXP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$24,015
+$20,991 QoQ
Shares Held
71
+610.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,888
of 2,990 holders
Holding Since
Jun 2020
25 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, 2026Winch Advisory Services, LLC holds $8,501,570 across 5 Credit Services names. AXP ranks #4 (0.3% of the industry book) .
All Filings in AXP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,015 | 71 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,024 | 10 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,699 | 10 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,321 | 10 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,189 | 10 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,690 | 10 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,967 | 10 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $5,424 | 20 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,631 | 20 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,553 | 20 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $12,364 | 66 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $14,769 | 99 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $17,245 | 99 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $16,330 | 99 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $14,479 | 98 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $13,221 | 98 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $13,584 | 98 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $14,025 | 75 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $16,196 | 99 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $16,417 | 98 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $16,192 | 98 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $13,861 | 98 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $11,849 | 98 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $4,611 | 46 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $4,379 | 46 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||