Comprehensive Financial Planning, Inc./PA
Position in AXP — American Express Co
CIK 2044855
EAST PETERSBURG, PA
Position in AXP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$338
+$36 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,989
of 2,990 holders
Holding Since
Dec 2024
7 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, 2026Comprehensive Financial Planning, Inc./PA holds $729,907 across 4 Credit Services names. AXP ranks #4 (0.0% of the industry book) .
All Filings in AXP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338 | 1 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $302 | 1 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $6,289 | 17 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $332 | 1 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $318 | 1 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $269 | 1 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $296 | 1 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||