Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$897,715
+$225,907 QoQ
Shares Held
2,654
+19.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,624
of 2,990 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026KINTRA WEALTH, LLC holds $8,542,983 across 4 Credit Services names. AXP ranks #3 (10.5% of the industry book) .
All Filings in AXP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $897,715 | 2,654 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $671,808 | 2,221 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $491,293 | 1,328 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $475,985 | 1,433 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $475,280 | 1,490 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $438,820 | 1,631 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $519,679 | 1,751 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $400,291 | 1,476 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $401,507 | 1,734 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||