Accurate Wealth Management, LLC

Position in AXP — American Express Co

CIK 1877728 WESLEY CHAPEL, FL

Position in AXP

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,025,102

+$617,966 QoQ

Shares Held

5,987

+28.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#1,188

of 2,998 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Accurate Wealth Management, LLC holds $8,293,083 across 6 Credit Services names. AXP ranks #3 (24.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	8,648	$2,967,042
2	MA	Mastercard Inc	4,687	$2,407,243
3	AXP	American Express Co This page	5,987	$2,025,102
4	COF	Capital One Financial Corp	2,005	$402,243
5	OMF	OneMain Holdings, Inc.	4,104	$250,220
6	WU	Western Union CO	31,329	$241,233

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,025,102	5,987	+28.7%	Shares	Sole	2026-07-15
2026-03-31	$1,407,136	4,652	-2.8%	Shares	Sole	2026-04-23
2025-12-31	$1,770,580	4,786	+7.3%	Shares	Sole	2026-01-14
2025-09-30	$1,481,101	4,459	+9.6%	Shares	Sole	2025-10-20
2025-06-30	$1,298,248	4,070	+29.8%	Shares	Sole	2025-07-15
2025-03-31	$843,740	3,136	+24.1%	Shares	Sole	2025-04-15
2024-12-31	$749,988	2,527	+13.1%	Shares	Sole	2025-01-14
2024-09-30	$606,132	2,235	+8.8%	Shares	Sole	2024-10-17
2024-06-30	$475,835	2,055	+2.9%	Shares	Sole	2024-07-17
2024-03-31	$454,924	1,998	-3.0%	Shares	Sole	2024-04-23
2023-12-31	$385,733	2,059	+10.8%	Shares	Sole	2024-01-12
2023-09-30	$277,344	1,859	+17.1%	Shares	Sole	2023-10-23
2023-06-30	$276,629	1,588	+4.1%	Shares	Sole	2023-07-24
2023-03-31	$251,548	1,525	+76.3%	Shares	Sole	2023-04-13
2022-12-31	$127,803	865	—	Shares	Sole	2023-01-11
No filing history on record for this holder in this stock.