Position in AXP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,604,126
+$20,951 QoQ
Shares Held
16,568
-10.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
4.50%
of 13F equity value
Holder Rank
#772
of 2,998 holders
Holding Since
Sep 2025
4 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, 2026ARQ WEALTH ADVISORS, LLC holds $14,534,926 across 4 Credit Services names. AXP ranks #1 (38.6% of the industry book) .
All Filings in AXP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,604,126 | 16,568 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,583,175 | 18,458 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $845,705 | 2,286 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $809,141 | 2,436 | Shares | Sole | 2025-11-25 | |
| No filing history on record for this holder in this stock. | ||||||