Position in AXP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$253,349
+$29,212 QoQ
Shares Held
749
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,501
of 2,990 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CONSILIO WEALTH ADVISORS, LLC holds $1,646,807 across 4 Credit Services names. AXP ranks #4 (15.4% 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 | $253,349 | 749 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $224,137 | 741 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $280,792 | 759 | Shares | Sole | 2026-03-20 | |
| 2025-09-30 | $250,780 | 755 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $236,045 | 740 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||