Atlantic Edge Private Wealth Management, LLC

Position in AXP — American Express Co

CIK 2011145 JACKSONVILLE, FL

Position in AXP

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$126,505

+$13,378 QoQ

Shares Held

374

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#2,759

of 2,990 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Atlantic Edge Private Wealth Management, LLC holds $5,670,157 across 7 Credit Services names. AXP ranks #4 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	5,302	$2,723,107
2	AFRM	Affirm Holdings, Inc.	30,785	$2,510,516
3	V	Visa Inc.	783	$268,639
4	AXP	American Express Co This page	374	$126,505
5	COF	Capital One Financial Corp	155	$31,096
6	SYF	Synchrony Financial	100	$7,605
7	SOFI	SoFi Technologies, Inc.	150	$2,689

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$126,505	374	0.0%	Shares	Sole	2026-07-23
2026-03-31	$113,127	374	0.0%	Shares	Sole	2026-04-22
2025-12-31	$138,361	374	-5.1%	Shares	Sole	2026-01-27
2025-09-30	$130,871	394	+4.0%	Shares	Sole	2025-10-24
2025-06-30	$120,893	379	+1.1%	Shares	Sole	2025-07-30
2025-03-31	$100,893	375	+0.3%	Shares	Sole	2025-04-29
2024-12-31	$110,999	374	0.0%	Shares	Sole	2025-01-29
2024-09-30	$101,428	374	0.0%	Shares	Sole	2024-11-06
2024-06-30	$86,599	374	0.0%	Shares	Sole	2024-07-26
2024-03-31	$85,156	374	+15.1%	Shares	Sole	2024-05-08
2023-12-31	$60,885	325	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.