Position in AXP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$765,121
+$80,912 QoQ
Shares Held
2,262
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.69%
of 13F equity value
Holder Rank
#1,728
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, 2026CONSULTIVA WEALTH MANAGEMENT, CORP. holds $1,084,682 across 5 Credit Services names. AXP ranks #1 (70.5% of the industry book) .
All Filings in AXP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $765,121 | 2,262 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $684,209 | 2,262 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $836,826 | 2,262 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $791,205 | 2,382 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $759,810 | 2,382 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $640,877 | 2,382 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $35,614 | 120 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||