Position in AXP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$7,103
+$2,566 QoQ
Shares Held
21
+40.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,945
of 2,990 holders
Holding Since
Mar 2026
2 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, 2026Dynamic Wealth Strategies, LLC holds $655,868 across 5 Credit Services names. AXP ranks #4 (1.1% of the industry book) .
All Filings in AXP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,103 | 21 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $4,537 | 15 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||