WEALTH ALLIANCE, LLC

Position in AXP — American Express Co

CIK 1793904 MELLVILLE, NY

Position in AXP

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,626,644

+$129,066 QoQ

Shares Held

4,809

-2.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,301

of 2,998 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WEALTH ALLIANCE, LLC holds $8,485,740 across 5 Credit Services names. AXP ranks #3 (19.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	11,153	$3,826,482
2	MA	Mastercard Inc	4,244	$2,179,718
3	AXP	American Express Co This page	4,809	$1,626,644
4	COF	Capital One Financial Corp	3,246	$651,212
5	SYF	Synchrony Financial	2,652	$201,684

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,626,644	4,809	-2.9%	Shares	Defined	2026-08-11
2026-03-31	$1,497,578	4,951	+1.3%	Shares	Defined	2026-05-14
2025-12-31	$1,807,575	4,886	-8.5%	Shares	Defined	2026-02-13
2025-09-30	$1,773,070	5,338	-1.5%	Shares	Defined	2025-11-07
2025-06-30	$1,727,914	5,417	+11.3%	Shares	Defined	2025-08-08
2025-03-31	$1,310,004	4,869	-1.3%	Shares	Defined	2025-05-05
2024-12-31	$1,463,768	4,932	-2.6%	Shares	Defined	2025-02-03
2024-09-30	$1,373,899	5,066	+1.7%	Shares	Defined	2024-11-04
2024-06-30	$1,153,582	4,982	-5.5%	Shares	Defined	2024-08-09
2024-03-31	$1,199,926	5,270	-1.8%	Shares	Defined	2024-05-10
2023-12-31	$1,005,828	5,369	-9.1%	Shares	Defined	2024-01-30
2023-09-30	$881,563	5,909	+1.8%	Shares	Defined	2023-11-09
2023-06-30	$1,011,056	5,804	+3.7%	Shares	Defined	2023-08-02
2023-03-31	$923,060	5,596	+5.0%	Shares	Defined	2023-05-11
2022-12-31	$787,359	5,329	+10.4%	Shares	Defined	2023-02-13
2022-09-30	$651,479	4,829	+3.8%	Shares	Defined	2022-11-14
2022-06-30	$644,860	4,652	-12.9%	Shares	Defined	2022-10-11
2022-03-31	$998,767	5,341	-2.8%	Shares	Defined	2022-05-10
2021-12-31	$899,145	5,496	+1.3%	Shares	Defined	2022-02-14
2021-09-30	$909,185	5,427	-8.2%	Shares	Defined	2021-11-12
2021-06-30	$976,674	5,911	+11.5%	Shares	Defined	2021-08-16
2021-03-31	$749,632	5,300	-16.3%	Shares	Defined	2021-05-18
2020-12-31	$765,360	6,330	-11.8%	Shares	Defined	2021-02-11
2020-09-30	$719,494	7,177	+1.6%	Shares	Defined	2020-12-01
2020-06-30	$672,588	7,065	+61.7%	Shares	Defined	2020-08-14
2020-03-31	$374,030	4,369	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.