Position in AXP
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$711,001
+$64,299 QoQ
Shares Held
2,102
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,777
of 2,990 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $5,955,035 across 5 Credit Services names. AXP ranks #2 (11.9% of the industry book) .
All Filings in AXP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $711,001 | 2,102 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $646,702 | 2,138 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,568,588 | 4,240 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,320,003 | 3,974 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,127,913 | 3,536 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $969,387 | 3,603 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,005,524 | 3,388 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $927,775 | 3,421 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $409,611 | 1,769 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $384,113 | 1,687 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $323,161 | 1,725 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $266,005 | 1,783 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $309,901 | 1,779 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $289,652 | 1,756 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $258,858 | 1,752 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $222,736 | 1,651 | Shares | Sole | 2022-10-12 | |
| 2021-12-31 | $279,919 | 1,711 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $288,319 | 1,721 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $344,174 | 2,083 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||