Position in AXP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,765
+$716 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,948
of 2,990 holders
Holding Since
Dec 2023
11 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, 2026IFS Advisors, LLC holds $210,613 across 5 Credit Services names. AXP ranks #2 (3.2% of the industry book) .
All Filings in AXP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,765 | 20 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,049 | 20 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $7,399 | 20 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $6,643 | 20 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $6,379 | 20 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $5,381 | 20 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $5,935 | 20 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $5,424 | 20 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $4,631 | 20 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,553 | 20 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $3,746 | 20 | Shares | Sole | 2024-01-05 | |
| No filing history on record for this holder in this stock. | ||||||