LAKE STREET PRIVATE WEALTH, LLC

Position in AXP — American Express Co

CIK 1772031 CHICAGO, IL

Position in AXP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$594,643

+$87,082 QoQ

Shares Held

1,758

+4.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,895

of 2,998 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LAKE STREET PRIVATE WEALTH, LLC holds $5,513,037 across 4 Credit Services names. AXP ranks #2 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	12,354	$4,238,533
2	AXP	American Express Co This page	1,758	$594,643
3	SYF	Synchrony Financial	4,760	$361,998
4	SOFI	SoFi Technologies, Inc.	17,728	$317,863

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$594,643	1,758	+4.8%	Shares	Sole	2026-08-10
2026-03-31	$507,561	1,678	-1.6%	Shares	Sole	2026-04-13
2025-12-31	$631,134	1,706	+0.1%	Shares	Sole	2026-01-07
2025-09-30	$566,000	1,704	-0.3%	Shares	Sole	2025-11-10
2025-06-30	$545,136	1,709	+0.6%	Shares	Sole	2025-08-11
2025-03-31	$457,115	1,699	-2.9%	Shares	Sole	2025-04-10
2024-12-31	$519,085	1,749	-4.0%	Shares	Sole	2025-01-15
2024-09-30	$493,855	1,821	-72.2%	Shares	Sole	2024-10-22
2024-06-30	$1,517,347	6,553	-4.3%	Shares	Sole	2024-07-12
2024-03-31	$1,559,221	6,848	+19.3%	Shares	Sole	2024-04-19
2023-12-31	$1,075,518	5,741	+173.4%	Shares	Sole	2024-01-10
2023-09-30	$313,299	2,100	+3.3%	Shares	Sole	2023-10-20
2023-06-30	$354,148	2,033	-0.9%	Shares	Sole	2023-07-18
2023-03-31	$338,477	2,052	+4.8%	Shares	Sole	2023-04-17
2022-12-31	$289,294	1,958	-20.9%	Shares	Sole	2023-01-25
2022-09-30	$334,037	2,476	-7.5%	Shares	Sole	2022-10-21
2022-06-30	$370,947	2,676	+17.0%	Shares	Sole	2022-07-12
2022-03-31	$427,856	2,288	+83.3%	Shares	Sole	2022-05-09
2021-12-31	$204,172	1,248	—	Shares	Sole	2022-01-24
No filing history on record for this holder in this stock.