Position in AXP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,371,470
+$245,641 QoQ
Shares Held
7,011
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,114
of 2,990 holders
Holding Since
Mar 2022
18 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, 2026Intellectus Partners, LLC holds $9,646,177 across 6 Credit Services names. AXP ranks #2 (24.6% of the industry book) .
All Filings in AXP
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,371,470 | 7,011 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,125,829 | 7,028 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,565,603 | 6,935 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,386,569 | 7,185 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,292,190 | 7,186 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,933,124 | 7,185 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $2,169,534 | 7,310 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,050,272 | 7,560 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,782,008 | 7,696 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,786,455 | 7,846 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,572,906 | 8,396 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,195,310 | 8,012 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,360,850 | 7,812 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,214,361 | 7,362 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,168,998 | 7,912 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $898,770 | 6,662 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $733,022 | 5,288 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $778,294 | 4,162 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||