WealthPlan Investment Management, LLC

Position in AXP — American Express Co

CIK 1929986 OMAHA, NE

Position in AXP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$572,319

-$1,513,583 QoQ

Shares Held

1,692

-75.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,920

of 2,990 holders

Holding Since

Mar 2023

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $16,509,040 across 4 Credit Services names. AXP ranks #3 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	15,591	$8,007,536
2	V	Visa Inc.	22,517	$7,725,356
3	AXP	American Express Co This page	1,692	$572,319
4	COF	Capital One Financial Corp	1,016	$203,829

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$572,319	1,692	-75.5%	Shares	Sole	2026-07-28
2026-03-31	$2,085,902	6,896	+82.6%	Shares	Sole	2026-04-29
2025-12-31	$1,397,301	3,777	+10691.4%	Shares	Sole	2026-02-05
2023-06-30	$6,097	35	0.0%	Shares	Other	2023-08-14
2023-03-31	$5,773	35	—	Shares	Sole	2023-05-08
No filing history on record for this holder in this stock.