Position in AXP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$388,311
+$37,132 QoQ
Shares Held
1,148
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,196
of 2,990 holders
Holding Since
Dec 2024
7 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, 2026Alta Wealth Advisors LLC holds $1,878,653 across 3 Credit Services names. AXP ranks #2 (20.7% of the industry book) .
All Filings in AXP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $388,311 | 1,148 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $351,179 | 1,161 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $426,922 | 1,154 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $386,302 | 1,163 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $402,871 | 1,263 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $349,765 | 1,300 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $385,233 | 1,298 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||