Position in AXP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$335,544
+$35,484 QoQ
Shares Held
992
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#2,302
of 2,990 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Heartwood Wealth Advisors LLC holds $2,169,908 across 4 Credit Services names. AXP ranks #2 (15.5% of the industry book) .
All Filings in AXP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,544 | 992 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $300,060 | 992 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $366,990 | 992 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $389,291 | 1,172 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $373,844 | 1,172 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $327,702 | 1,218 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $361,490 | 1,218 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $331,135 | 1,221 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $282,722 | 1,221 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $278,009 | 1,221 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $228,742 | 1,221 | Shares | Sole | 2024-01-17 | |
| 2023-06-30 | $218,098 | 1,252 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $201,568 | 1,222 | Shares | Sole | 2023-04-14 | |
| No filing history on record for this holder in this stock. | ||||||