Position in AXP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$418,753
+$47,913 QoQ
Shares Held
1,238
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,137
of 2,990 holders
Holding Since
Jun 2025
5 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, 2026ARS Wealth Advisors Group, LLC holds $17,158,932 across 4 Credit Services names. AXP ranks #3 (2.4% of the industry book) .
All Filings in AXP
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $418,753 | 1,238 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $370,840 | 1,226 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $373,279 | 1,009 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $239,487 | 721 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $229,984 | 721 | Shares | Sole | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||