Position in AXP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$258,084
+$20,033 QoQ
Shares Held
763
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,486
of 2,990 holders
Holding Since
Dec 2025
3 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, 2026Clarity Wealth Advisors, LLC holds $9,492,413 across 4 Credit Services names. AXP ranks #3 (2.7% of the industry book) .
All Filings in AXP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,084 | 763 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $238,051 | 787 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $297,809 | 805 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||