Position in AXP
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$90,312
+$9,853 QoQ
Shares Held
267
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,787
of 2,990 holders
Holding Since
Dec 2023
10 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, 2026Wiser Advisor Group LLC holds $305,108 across 3 Credit Services names. AXP ranks #2 (29.6% of the industry book) .
All Filings in AXP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,312 | 267 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $80,459 | 266 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $98,406 | 266 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $88,022 | 265 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $71,029 | 264 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $78,055 | 263 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $71,054 | 262 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $60,666 | 262 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $59,199 | 260 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $48,708 | 260 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||