Elwood & Goetz Wealth Advisory Group, LLC
Position in AXP — American Express Co
CIK 1752758
ATHENS, GA
Position in AXP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$704,913
+$90,577 QoQ
Shares Held
2,084
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,784
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, 2026Elwood & Goetz Wealth Advisory Group, LLC holds $3,773,258 across 4 Credit Services names. AXP ranks #3 (18.7% 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 | $704,913 | 2,084 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $614,336 | 2,031 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $762,466 | 2,061 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $692,221 | 2,084 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $456,460 | 1,431 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $300,259 | 1,116 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $331,217 | 1,116 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $302,659 | 1,116 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||