Independent Solutions Wealth Management, LLC
Position in AXP — American Express Co
CIK 1818391
Williamsville, NY
Position in AXP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$363,618
+$38,452 QoQ
Shares Held
1,075
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,235
of 2,990 holders
Holding Since
Jun 2021
21 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, 2026Independent Solutions Wealth Management, LLC holds $7,741,483 across 4 Credit Services names. AXP ranks #4 (4.7% of the industry book) .
All Filings in AXP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,618 | 1,075 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $325,166 | 1,075 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $397,696 | 1,075 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $432,140 | 1,301 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $414,992 | 1,301 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $368,867 | 1,371 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $412,834 | 1,391 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $380,222 | 1,402 | Shares | Sole | 2024-12-19 | |
| 2024-06-30 | $330,190 | 1,426 | Shares | Sole | 2024-12-19 | |
| 2024-03-31 | $379,559 | 1,667 | Shares | Sole | 2024-12-19 | |
| 2023-12-31 | $317,353 | 1,694 | Shares | Sole | 2024-12-19 | |
| 2023-09-30 | $220,502 | 1,478 | Shares | Sole | 2024-12-19 | |
| 2023-06-30 | $221,756 | 1,273 | Shares | Sole | 2024-12-19 | |
| 2023-03-31 | $209,981 | 1,273 | Shares | Sole | 2024-12-19 | |
| 2022-12-31 | $234,922 | 1,590 | Shares | Sole | 2024-12-19 | |
| 2022-09-30 | $214,506 | 1,590 | Shares | Sole | 2024-12-19 | |
| 2022-06-30 | $220,405 | 1,590 | Shares | Sole | 2024-12-19 | |
| 2022-03-31 | $297,330 | 1,590 | Shares | Sole | 2024-12-19 | |
| 2021-12-31 | $265,032 | 1,620 | Shares | Sole | 2024-12-19 | |
| 2021-09-30 | $271,398 | 1,620 | Shares | Sole | 2024-12-19 | |
| 2021-06-30 | $264,698 | 1,602 | Shares | Sole | 2024-12-19 | |
| No filing history on record for this holder in this stock. | ||||||