Beverly Hills Private Wealth, LLC
Position in AXP — American Express Co
CIK 1965710
BEVERLY HILLS, CA
Position in AXP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,182,183
-$842,920 QoQ
Shares Held
3,495
-47.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,490
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, 2026Beverly Hills Private Wealth, LLC holds $13,906,441 across 5 Credit Services names. AXP ranks #3 (8.5% 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 | $1,182,183 | 3,495 | Shares | Other | 2026-08-07 | |
| 2026-03-31 | $2,025,103 | 6,695 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $2,617,025 | 7,074 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,399,190 | 7,223 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,472,731 | 7,752 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,018,681 | 7,503 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,232,157 | 7,521 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,099,900 | 7,743 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,067,046 | 8,927 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,148,480 | 9,436 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,894,942 | 10,115 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,552,172 | 10,404 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,612,037 | 20,735 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,700,799 | 10,311 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,241,395 | 8,402 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||