Platform Technology Partners

Position in AXP — American Express Co

CIK 1830817 NEW YORK, NY

Position in AXP

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,080,370

-$49,997 QoQ

Shares Held

3,194

-14.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,536

of 2,990 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Platform Technology Partners holds $9,625,504 across 5 Credit Services names. AXP ranks #4 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	14,633	$5,020,435
2	MA	Mastercard Inc	3,895	$2,000,472
3	COF	Capital One Financial Corp	6,442	$1,292,394
4	AXP	American Express Co This page	3,194	$1,080,370
5	PYPL	PayPal Holdings, Inc.	5,369	$231,833

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,080,370	3,194	-14.5%	Shares	Sole	2026-07-24
2026-03-31	$1,130,367	3,737	+9.2%	Shares	Sole	2026-04-27
2025-12-31	$1,265,968	3,422	+0.5%	Shares	Sole	2026-02-13
2025-09-30	$1,130,672	3,404	-2.8%	Shares	Sole	2025-10-29
2025-06-30	$1,117,067	3,502	+0.0%	Shares	Sole	2025-08-11
2025-03-31	$941,944	3,501	+0.5%	Shares	Sole	2025-05-01
2024-12-31	$1,034,016	3,484	-3.0%	Shares	Sole	2025-01-28
2024-09-30	$974,421	3,593	-5.2%	Shares	Sole	2024-11-04
2024-06-30	$878,037	3,792	+4.6%	Shares	Sole	2024-07-30
2023-12-31	$679,294	3,626	-29.2%	Shares	Sole	2024-02-13
2023-09-30	$540,666	5,121	+40.5%	Shares	Sole	2023-11-08
2023-06-30	$634,959	3,645	-0.4%	Shares	Sole	2023-07-12
2023-03-31	$603,881	3,661	+0.0%	Shares	Sole	2023-04-04
2022-12-31	$540,765	3,660	-7.0%	Shares	Sole	2023-01-11
2022-09-30	$530,735	3,934	0.0%	Shares	Sole	2022-10-24
2022-06-30	$545,331	3,934	+1.0%	Shares	Sole	2022-08-04
2022-03-31	$728,552	3,896	-4.4%	Shares	Sole	2022-05-03
2021-12-31	$666,997	4,077	-2.5%	Shares	Sole	2022-02-01
2021-09-30	$700,610	4,182	-2.4%	Shares	Sole	2021-11-04
2021-06-30	$708,175	4,286	-2.0%	Shares	Sole	2021-08-05
2020-12-31	$528,739	4,373	-9.6%	Shares	Sole	2021-02-09
2020-09-30	$485,009	4,838	-0.2%	Shares	Sole	2020-11-30
2020-06-30	$461,720	4,850	-2.4%	Shares	Sole	2020-11-30
2020-03-31	$425,310	4,968	—	Shares	Sole	2020-11-30
No filing history on record for this holder in this stock.