Retirement Planning Co of New England, Inc.

Pension

Position in AXP — American Express Co

CIK 1817693 Warwick, RI

Position in AXP

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

Position Value

$311,190

+$33,514 QoQ

Shares Held

920

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#2,350

of 2,990 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Retirement Planning Co of New England, Inc. holds $4,265,721 across 4 Credit Services names. AXP ranks #4 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	8,262	$2,834,609
2	ALLY	Ally Financial Inc.	13,620	$625,839
3	MA	Mastercard Inc	962	$494,083
4	AXP	American Express Co This page	920	$311,190

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$311,190	920	+0.2%	Shares	Sole	2026-07-30
2026-03-31	$277,676	918	+12.8%	Shares	Sole	2026-05-08
2025-12-31	$301,139	814	+0.1%	Shares	Sole	2026-01-28
2025-09-30	$270,046	813	+0.2%	Shares	Sole	2025-11-03
2025-06-30	$258,692	811	+0.2%	Shares	Sole	2025-08-12
2025-03-31	$217,661	809	+0.1%	Shares	Sole	2025-05-15
2024-12-31	$239,806	808	-2.9%	Shares	Sole	2025-02-10
2024-09-30	$225,638	832	-59.5%	Shares	Sole	2024-11-12
2023-12-31	$384,983	2,055	-0.0%	Shares	Sole	2024-02-12
2023-09-30	$306,734	2,056	+21.5%	Shares	Sole	2023-11-13
2023-06-30	$294,746	1,692	-0.1%	Shares	Sole	2023-08-11
2023-03-31	$279,260	1,693	-2.5%	Shares	Sole	2023-04-21
2022-12-31	$256,494	1,736	+9.7%	Shares	Sole	2023-02-03
2022-09-30	$213,427	1,582	+3.0%	Shares	Sole	2022-10-19
2022-06-30	$212,920	1,536	0.0%	Shares	Sole	2022-08-12
2022-03-31	$287,232	1,536	-0.9%	Shares	Sole	2022-05-06
2021-12-31	$253,580	1,550	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.