Position in AXP
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$409,282
+$31,787 QoQ
Shares Held
1,210
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#2,153
of 2,990 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Ruggaard & Associates LLC holds $1,300,489 across 3 Credit Services names. AXP ranks #2 (31.5% of the industry book) .
All Filings in AXP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,282 | 1,210 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $377,495 | 1,248 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $456,148 | 1,233 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $409,221 | 1,232 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $392,983 | 1,232 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $341,693 | 1,270 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $376,923 | 1,270 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $527,484 | 1,945 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $461,942 | 1,995 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $458,112 | 2,012 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $394,350 | 2,105 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $244,671 | 1,640 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $288,475 | 1,656 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $294,270 | 1,784 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||