Great Lakes Retirement, Inc.

Pension

Position in AXP — American Express Co

CIK 1801667 SANDUSKY, OH

Position in AXP

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$3,934,862

+$446,058 QoQ

Shares Held

11,633

+0.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#891

of 2,990 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Great Lakes Retirement, Inc. holds $15,134,327 across 4 Credit Services names. AXP ranks #2 (26.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	16,165	$5,546,049
2	AXP	American Express Co This page	11,633	$3,934,862
3	MA	Mastercard Inc	6,397	$3,285,499
4	COF	Capital One Financial Corp	11,803	$2,367,917

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,934,862	11,633	+0.9%	Shares	Sole	2026-07-30
2026-03-31	$3,488,804	11,534	-2.3%	Shares	Sole	2026-05-06
2025-12-31	$4,366,149	11,802	+0.6%	Shares	Sole	2026-02-12
2025-09-30	$3,895,572	11,728	+4.8%	Shares	Sole	2025-11-12
2025-06-30	$3,569,067	11,189	+4.4%	Shares	Sole	2025-08-04
2025-03-31	$2,883,408	10,717	+1.9%	Shares	Sole	2025-04-17
2024-12-31	$3,122,824	10,522	-1.0%	Shares	Sole	2025-01-29
2024-09-30	$2,882,042	10,627	+1.7%	Shares	Sole	2024-10-22
2024-06-30	$2,419,465	10,449	+10.5%	Shares	Sole	2024-08-09
2024-03-31	$2,152,808	9,455	+1.2%	Shares	Sole	2024-05-09
2023-12-31	$1,750,879	9,346	+312.8%	Shares	Sole	2024-01-18
2023-09-30	$337,766	2,264	-2.0%	Shares	Sole	2023-10-19
2023-06-30	$402,576	2,311	-1.5%	Shares	Sole	2023-08-03
2023-03-31	$386,972	2,346	—	Shares	Sole	2023-05-09
No filing history on record for this holder in this stock.