Position in AXP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$340,279
+$35,985 QoQ
Shares Held
1,006
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#2,284
of 2,990 holders
Holding Since
Dec 2024
7 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, 2026Avantra Family Wealth, Inc. holds $1,168,819 across 3 Credit Services names. AXP ranks #2 (29.1% of the industry book) .
All Filings in AXP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,279 | 1,006 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $304,294 | 1,006 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $372,169 | 1,006 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $334,152 | 1,006 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $320,893 | 1,006 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $282,233 | 1,049 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $311,332 | 1,049 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||