Triad Wealth Partners, LLC

Position in AXP — American Express Co

CIK 2012717 LAWRENCE, KS

Position in AXP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$600,732

+$257,115 QoQ

Shares Held

1,776

+56.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,880

of 2,990 holders

Holding Since

Jun 2024

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Triad Wealth Partners, LLC holds $5,636,403 across 5 Credit Services names. AXP ranks #3 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	7,129	$2,445,888
2	MA	Mastercard Inc	3,524	$1,809,926
3	AXP	American Express Co This page	1,776	$600,732
4	COF	Capital One Financial Corp	2,034	$408,061
5	SOFI	SoFi Technologies, Inc.	20,736	$371,796

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$600,732	1,776	+56.3%	Shares	Sole	2026-08-10
2026-03-31	$343,617	1,136	+1.2%	Shares	Sole	2026-04-16
2025-12-31	$415,453	1,123	+84.4%	Shares	Sole	2026-01-22
2025-09-30	$202,285	609	+1591.7%	Shares	Sole	2025-10-30
2024-06-30	$8,335	36	—	Shares	Sole	2024-07-18
No filing history on record for this holder in this stock.