Unique Wealth Strategies, LLC

Position in AXP — American Express Co

CIK 2009809 BURR RIDGE, IL

Position in AXP

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$261,467

+$23,718 QoQ

Shares Held

773

-1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#2,470

of 2,990 holders

Holding Since

Dec 2023

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Unique Wealth Strategies, LLC holds $6,386,454 across 5 Credit Services names. AXP ranks #5 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	7,984	$2,739,230
2	MA	Mastercard Inc	2,932	$1,505,875
3	SEZL	Sezzle Inc.	6,378	$1,094,656
4	COF	Capital One Financial Corp	3,914	$785,226
5	AXP	American Express Co This page	773	$261,467

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$261,467	773	-1.7%	Shares	Sole	2026-07-15
2026-03-31	$237,749	786	-3.4%	Shares	Sole	2026-07-15
2025-12-31	$301,139	814	+1.0%	Shares	Sole	2026-07-14
2025-09-30	$267,720	806	+7.2%	Shares	Sole	2026-07-14
2025-03-31	$202,325	752	-9.3%	Shares	Sole	2026-07-14
2024-06-30	$191,954	829	-62.2%	Shares	Sole	2024-07-24
2023-12-31	$410,461	2,191	—	Shares	Sole	2024-02-05
No filing history on record for this holder in this stock.