Global Assets Advisory, LLC

Position in AXP — American Express Co

CIK 1942932 ORLANDO, FL

Position in AXP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$943,717

+$192,962 QoQ

Shares Held

2,790

+12.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,595

of 2,990 holders

Holding Since

Mar 2024

7 quarters on record

Financial Services · as of Jun 30, 2026

Global Assets Advisory, LLC holds $3,537,727 across 5 Credit Services names. AXP ranks #2 (26.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	3,434	$1,178,171
2	AXP	American Express Co This page	2,790	$943,717
3	MA	Mastercard Inc	1,647	$845,899
4	COF	Capital One Financial Corp	1,793	$359,711
5	SOFI	SoFi Technologies, Inc.	11,725	$210,229

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$943,717	2,790	+12.4%	Shares	Sole	2026-07-27
2026-03-31	$750,755	2,482	+33.2%	Shares	Sole	2026-05-01
2025-12-31	$689,216	1,863	+2.3%	Shares	Sole	2026-02-09
2025-09-30	$605,195	1,822	+16.4%	Shares	Sole	2025-10-31
2025-06-30	$499,203	1,565	-38.2%	Shares	Sole	2025-07-22
2025-03-31	$680,965	2,531	-97.5%	Shares	Sole	2025-04-23
2024-03-31	$442	100,668	—	Shares	Sole	2024-04-12
No filing history on record for this holder in this stock.