Position in AXP
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$107,563
+$11,375 QoQ
Shares Held
318
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,773
of 2,990 holders
Holding Since
Mar 2026
2 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, 2026Leo H. Evart, Inc. holds $136,148 across 6 Credit Services names. AXP ranks #1 (79.0% of the industry book) .
All Filings in AXP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,563 | 318 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $96,188 | 318 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||