Ritter Daniher Financial Advisory LLC / DE
Position in AXP — American Express Co
CIK 1936603
CINCINNATI, OH
Position in AXP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$179,610
+$18,994 QoQ
Shares Held
531
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,717
of 2,990 holders
Holding Since
Dec 2022
15 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, 2026Ritter Daniher Financial Advisory LLC / DE holds $2,555,256 across 6 Credit Services names. AXP ranks #3 (7.0% of the industry book) .
All Filings in AXP
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $179,610 | 531 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $160,616 | 531 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $196,443 | 531 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $95,662 | 288 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $91,866 | 288 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $64,033 | 238 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $78,352 | 264 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $79,461 | 293 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $67,844 | 293 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $66,713 | 293 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $54,890 | 293 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $48,486 | 325 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $56,615 | 325 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $53,608 | 325 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $54,667 | 370 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||