Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,190,929
+$8,856,387 QoQ
Shares Held
27,172
+2356.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
4.47%
of 13F equity value
Holder Rank
#602
of 2,990 holders
Holding Since
Sep 2024
8 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, 2026Fi3 FINANCIAL ADVISORS, LLC holds $11,885,459 across 4 Credit Services names. AXP ranks #1 (77.3% of the industry book) .
All Filings in AXP
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,190,929 | 27,172 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $334,542 | 1,106 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $366,620 | 991 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $263,070 | 792 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $261,563 | 820 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $228,961 | 851 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $285,511 | 962 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $262,250 | 967 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||