SILVERLAKE WEALTH MANAGEMENT LLC

Position in AXP — American Express Co

CIK 1966026 WILLISTON, VT

Position in AXP

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$552,700

+$70,850 QoQ

Shares Held

1,634

+2.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,955

of 2,990 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SILVERLAKE WEALTH MANAGEMENT LLC holds $1,906,484 across 4 Credit Services names. AXP ranks #2 (29.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	2,003	$687,209
2	AXP	American Express Co This page	1,634	$552,700
3	COF	Capital One Financial Corp	2,116	$424,511
4	WU	Western Union CO	31,437	$242,064

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$552,700	1,634	+2.6%	Shares	Sole	2026-08-06
2026-03-31	$481,850	1,593	-1.5%	Shares	Sole	2026-04-15
2025-12-31	$598,209	1,617	-0.9%	Shares	Sole	2026-01-09
2025-09-30	$541,752	1,631	-7.2%	Shares	Sole	2025-10-28
2025-06-30	$560,447	1,757	+40.1%	Shares	Sole	2025-08-25
2025-03-31	$337,388	1,254	-0.2%	Shares	Sole	2025-04-30
2024-12-31	$372,768	1,256	-30.6%	Shares	Sole	2025-01-27
2024-09-30	$490,600	1,809	0.0%	Shares	Sole	2024-10-10
2024-06-30	$418,873	1,809	-18.8%	Shares	Sole	2024-08-02
2024-03-31	$507,521	2,229	+4.7%	Shares	Sole	2024-04-18
2023-12-31	$398,846	2,129	-0.6%	Shares	Sole	2024-01-22
2023-09-30	$319,564	2,142	0.0%	Shares	Sole	2023-10-10
2023-06-30	$373,136	2,142	0.0%	Shares	Sole	2023-07-25
2023-03-31	$353,322	2,142	-5.1%	Shares	Sole	2023-04-13
2022-12-31	$333,471	2,257	+3.5%	Shares	Sole	2023-02-16
2022-09-30	$294,103	2,180	-8.4%	Shares	Sole	2023-04-06
2022-06-30	$329,915	2,380	+11.7%	Shares	Sole	2023-04-06
2022-03-31	$398,310	2,130	0.0%	Shares	Sole	2023-04-06
2021-12-31	$348,468	2,130	—	Shares	Sole	2023-04-06
No filing history on record for this holder in this stock.