Position in AXP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$381,546
+$166,483 QoQ
Shares Held
1,128
+58.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,208
of 2,990 holders
Holding Since
Jun 2025
4 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, 2026TWIN PEAKS WEALTH ADVISORS, LLC holds $1,528,998 across 3 Credit Services names. AXP ranks #3 (25.0% of the industry book) .
All Filings in AXP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $381,546 | 1,128 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $215,063 | 711 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $253,785 | 686 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $208,293 | 653 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||