Strategic Family Wealth Counselors, L.L.C.
Position in AXP — American Express Co
CIK 1729755
FAIRFIELD, NJ
Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$501,963
-$1,363 QoQ
Shares Held
1,484
-10.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#2,023
of 2,990 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Strategic Family Wealth Counselors, L.L.C. holds $3,325,368 across 4 Credit Services names. AXP ranks #2 (15.1% of the industry book) .
All Filings in AXP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $501,963 | 1,484 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $503,326 | 1,664 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,272,628 | 3,440 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $502,890 | 1,514 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $482,935 | 1,514 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $354,069 | 1,316 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $349,321 | 1,177 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $218,044 | 804 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||