Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$339,603
-$106,857 QoQ
Shares Held
1,004
-32.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,290
of 2,990 holders
Holding Since
Sep 2024
7 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, 2026EARNED WEALTH ADVISORS, LLC holds $2,734,723 across 3 Credit Services names. AXP ranks #3 (12.4% of the industry book) .
All Filings in AXP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,603 | 1,004 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $446,460 | 1,476 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $521,999 | 1,411 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $344,782 | 1,038 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $214,354 | 672 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $385,010 | 1,431 | Shares | Sole | 2025-05-09 | |
| 2024-09-30 | $47,731 | 176 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||