Position in AXP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$339,264
+$35,877 QoQ
Shares Held
1,003
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,291
of 2,990 holders
Holding Since
Sep 2020
19 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026IPG Investment Advisors LLC holds $5,153,768 across 4 Credit Services names. AXP ranks #3 (6.6% of the industry book) .
All Filings in AXP
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,264 | 1,003 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $303,387 | 1,003 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $456,888 | 1,235 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $432,804 | 1,303 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $431,579 | 1,353 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $519,266 | 1,930 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $276,014 | 930 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,009,049 | 7,408 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $289,900 | 1,252 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $280,058 | 1,230 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,126,288 | 6,012 | Shares | Sole | 2024-02-12 | |
| 2023-06-30 | $1,138,745 | 6,537 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $228,785 | 1,387 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $753,742 | 5,587 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $230,525 | 1,663 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,201,101 | 6,423 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $543,642 | 3,323 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,663,740 | 9,931 | Shares | Sole | 2021-11-08 | |
| 2020-09-30 | $313,481 | 3,127 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||