CEERA INVESTMENTS, LLC

Position in AXP — American Express Co

CIK 1860698 BELLAIRE, TX

Position in AXP

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$6,967,273

+$531,104 QoQ

Shares Held

20,598

-3.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

4.75%

of 13F equity value

Holder Rank

#685

of 2,990 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CEERA INVESTMENTS, LLC holds $14,607,227 across 4 Credit Services names. AXP ranks #1 (47.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	20,598	$6,967,273
2	MA	Mastercard Inc	6,519	$3,348,158
3	PYPL	PayPal Holdings, Inc.	72,847	$3,145,533
4	V	Visa Inc.	3,341	$1,146,263

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,967,273	20,598	-3.2%	Shares	Sole	2026-08-06
2026-03-31	$6,436,169	21,278	-9.4%	Shares	Sole	2026-05-06
2025-12-31	$8,689,015	23,487	-16.6%	Shares	Sole	2026-02-09
2025-09-30	$9,353,293	28,159	-5.4%	Shares	Sole	2025-11-05
2025-06-30	$9,494,758	29,766	-0.8%	Shares	Sole	2025-08-05
2025-03-31	$8,071,769	30,001	-0.2%	Shares	Sole	2025-04-29
2024-12-31	$8,926,256	30,076	-2.1%	Shares	Sole	2025-02-07
2024-09-30	$8,328,009	30,708	-2.3%	Shares	Sole	2024-11-07
2024-06-30	$7,278,311	31,433	-0.7%	Shares	Sole	2024-08-06
2024-03-31	$7,205,933	31,648	-0.0%	Shares	Sole	2024-05-14
2023-12-31	$5,929,873	31,653	+8.0%	Shares	Sole	2024-02-08
2023-09-30	$4,372,460	29,308	+39.8%	Shares	Sole	2023-11-08
2023-06-30	$3,651,406	20,961	-0.1%	Shares	Sole	2023-08-04
2023-03-31	$3,459,991	20,976	0.0%	Shares	Sole	2023-09-27
2022-12-31	$3,099,204	20,976	-8.7%	Shares	Sole	2023-10-02
2022-09-30	$3,101,041	22,986	-2.1%	Shares	Sole	2022-11-08
2022-06-30	$3,256,322	23,491	-0.1%	Shares	Sole	2022-08-09
2022-03-31	$4,395,622	23,506	-0.5%	Shares	Sole	2022-05-10
2021-12-31	$3,866,522	23,634	-0.2%	Shares	Sole	2022-02-09
2021-09-30	$3,966,942	23,679	-0.2%	Shares	Sole	2021-11-08
2021-06-30	$3,919,090	23,719	0.0%	Shares	Sole	2021-08-09
2021-03-31	$3,354,815	23,719	—	Shares	Sole	2021-05-06
No filing history on record for this holder in this stock.