CBIZ Investment Advisory Services, LLC
Position in AXP — American Express Co
CIK 1795934
INDEPENDENCE, OH
Position in AXP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,720
+$393 QoQ
Shares Held
11
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,971
of 2,998 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CBIZ Investment Advisory Services, LLC holds $68,667 across 4 Credit Services names. AXP ranks #4 (5.4% of the industry book) .
All Filings in AXP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,720 | 11 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,327 | 11 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $42,174 | 114 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $34,212 | 103 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $38,915 | 122 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,381 | 20 | Shares | Sole | 2025-06-03 | |
| 2024-09-30 | $54,240 | 200 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $46,310 | 200 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $45,538 | 200 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||