Position in AXP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$219,524
-$168,923 QoQ
Shares Held
649
-38.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,614
of 2,990 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 67%
None 33%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Omnia Family Wealth, LLC holds $3,101,423 across 4 Credit Services names. AXP ranks #4 (7.1% of the industry book) .
All Filings in AXP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,524 | 649 | Shares | Defined | 2026-07-09 | |
| 2025-12-31 | $388,447 | 1,050 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $348,768 | 1,050 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $335,566 | 1,052 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $243,490 | 905 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $206,269 | 695 | Shares | Defined | 2025-02-27 | |
| No filing history on record for this holder in this stock. | ||||||