SeaCrest Wealth Management, LLC

Position in AXP — American Express Co

CIK 1728121 PURCHASE, NY

Position in AXP

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$467,461

-$417,595 QoQ

Shares Held

1,382

-52.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#2,060

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SeaCrest Wealth Management, LLC holds $8,843,275 across 5 Credit Services names. AXP ranks #3 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	20,811	$7,140,045
2	MA	Mastercard Inc	1,401	$719,553
3	AXP	American Express Co This page	1,382	$467,461
4	AFRM	Affirm Holdings, Inc.	3,560	$290,318
5	COF	Capital One Financial Corp	1,126	$225,898

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$467,461	1,382	-52.8%	Shares	Sole	2026-07-09
2026-03-31	$885,056	2,926	-5.4%	Shares	Sole	2026-04-15
2025-12-31	$1,144,625	3,094	-2.2%	Shares	Sole	2026-01-12
2025-09-30	$1,051,286	3,165	-8.3%	Shares	Sole	2025-11-13
2025-06-30	$1,100,799	3,451	+7.7%	Shares	Sole	2025-07-11
2025-03-31	$862,036	3,204	-2.6%	Shares	Sole	2025-04-11
2024-12-31	$975,845	3,288	+0.1%	Shares	Sole	2025-01-14
2024-09-30	$890,620	3,284	+1.5%	Shares	Sole	2024-10-16
2024-06-30	$749,295	3,236	+7.4%	Shares	Sole	2024-07-22
2024-03-31	$685,802	3,012	-17.3%	Shares	Sole	2024-04-18
2023-12-31	$682,104	3,641	-1.5%	Shares	Sole	2024-01-18
2023-09-30	$551,406	3,696	-14.2%	Shares	Sole	2023-10-12
2023-06-30	$750,279	4,307	+2.7%	Shares	Sole	2023-07-14
2023-03-31	$691,470	4,192	+6.4%	Shares	Sole	2023-05-12
2022-12-31	$581,987	3,939	+0.1%	Shares	Sole	2023-02-14
2022-09-30	$531,140	3,937	+7.1%	Shares	Sole	2022-11-15
2022-06-30	$509,567	3,676	-2.2%	Shares	Sole	2022-08-09
2022-03-31	$702,933	3,759	+2.2%	Shares	Sole	2022-05-16
2021-12-31	$601,557	3,677	-2.3%	Shares	Sole	2022-02-11
2021-09-30	$630,750	3,765	+9.6%	Shares	Sole	2021-11-16
2021-06-30	$567,730	3,436	-61.3%	Shares	Sole	2021-08-12
2021-03-31	$1,255,845	8,879	+193.8%	Shares	Sole	2021-05-17
2020-12-31	$365,390	3,022	-17.9%	Shares	Sole	2021-02-09
2020-09-30	$369,220	3,683	+2.2%	Shares	Sole	2020-11-12
2020-06-30	$342,910	3,602	+8.5%	Shares	Sole	2020-07-27
2020-03-31	$284,139	3,319	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.