Position in AXP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$218,171
-$29,695 QoQ
Shares Held
645
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,627
of 2,990 holders
Holding Since
Sep 2023
5 quarters on record
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026RVW Wealth, LLC holds $1,812,198 across 4 Credit Services names. AXP ranks #4 (12.0% of the industry book) .
All Filings in AXP
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,171 | 645 | Shares | Sole | 2026-07-08 | |
| 2025-12-31 | $247,866 | 670 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $219,225 | 660 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $210,526 | 660 | Shares | Sole | 2025-07-15 | |
| 2023-09-30 | $33,269 | 223 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||