Position in AXP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$44,310
+$4,686 QoQ
Shares Held
131
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,849
of 2,990 holders
Holding Since
Dec 2024
4 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, 2026Financial Life Planners holds $168,156 across 4 Credit Services names. AXP ranks #3 (26.4% of the industry book) .
All Filings in AXP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,310 | 131 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $39,624 | 131 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $43,180 | 130 | Shares | Sole | 2025-11-13 | |
| 2024-12-31 | $38,285 | 129 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||