Position in AXP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,154,784
+$219,518 QoQ
Shares Held
3,414
+10.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,508
of 2,990 holders
Holding Since
Dec 2025
3 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, 2026NOVEM GROUP holds $6,793,796 across 4 Credit Services names. AXP ranks #3 (17.0% of the industry book) .
All Filings in AXP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,154,784 | 3,414 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $935,266 | 3,092 | Shares | Defined | 2026-04-13 | |
| 2025-12-31 | $1,155,722 | 3,124 | Shares | Other | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||