MOSAIC FAMILY WEALTH PARTNERS, LLC

Position in AXP — American Express Co

CIK 1965241 ST. LOUIS, MO

Position in AXP

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$340,279

+$105,731 QoQ

Shares Held

1,006

+58.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,285

of 2,990 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MOSAIC FAMILY WEALTH PARTNERS, LLC holds $8,842,240 across 5 Credit Services names. AXP ranks #4 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	9,506	$4,882,281
2	V	Visa Inc.	8,854	$3,037,718
3	COF	Capital One Financial Corp	1,778	$356,702
4	AXP	American Express Co This page	1,006	$340,279
5	SYF	Synchrony Financial	2,962	$225,260

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$340,279	1,006	+58.7%	Shares	Sole	2026-08-05
2025-12-31	$234,548	634	-0.3%	Shares	Sole	2026-02-13
2025-09-30	$211,253	636	+0.3%	Shares	Sole	2025-11-12
2025-06-30	$202,233	634	—	Shares	Sole	2025-08-11
No filing history on record for this holder in this stock.