Atlantic Private Wealth, LLC

Position in AXP — American Express Co

CIK 1893143 CHAPEL HILL, NC

Position in AXP

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$102,151

+$11,105 QoQ

Shares Held

302

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#2,775

of 2,990 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Atlantic Private Wealth, LLC holds $202,891 across 4 Credit Services names. AXP ranks #1 (50.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	302	$102,151
2	V	Visa Inc.	250	$85,772
3	SOFI	SoFi Technologies, Inc.	750	$13,447
4	SYF	Synchrony Financial	20	$1,521

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$102,151	302	+0.3%	Shares	Sole	2026-08-11
2026-03-31	$91,046	301	-0.7%	Shares	Sole	2026-05-08
2025-12-31	$112,094	303	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.