MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in AXP — American Express Co
CIK 1607355
GLASTONBURY, CT
Position in AXP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,103
+$751 QoQ
Shares Held
21
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,947
of 2,990 holders
Holding Since
Mar 2021
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $3,297,843 across 4 Credit Services names. AXP ranks #4 (0.2% of the industry book) .
All Filings in AXP
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,103 | 21 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,352 | 21 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,768 | 21 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,975 | 21 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,698 | 21 | Shares | Sole | 2025-08-06 | |
| 2021-09-30 | $75,388 | 450 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $41,307 | 250 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $35,360 | 250 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||