Position in AXP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$417,738
+$40,546 QoQ
Shares Held
1,235
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#2,139
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, 2026Tanglewood Legacy Advisors, LLC holds $590,678 across 5 Credit Services names. AXP ranks #1 (70.7% of the industry book) .
All Filings in AXP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,738 | 1,235 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $377,192 | 1,247 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $461,327 | 1,247 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $414,203 | 1,247 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $397,768 | 1,247 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $335,505 | 1,247 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $370,097 | 1,247 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $338,186 | 1,247 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $288,742 | 1,247 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $283,929 | 1,247 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $233,612 | 1,247 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $186,039 | 1,247 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $217,227 | 1,247 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $230,435 | 1,397 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $206,406 | 1,397 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||