Alteri Wealth LLC

Position in AXP — American Express Co

CIK 2054980 WESTLAKE VILLAGE, CA

Position in AXP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$726,561

+$189,055 QoQ

Shares Held

2,148

+20.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,755

of 2,990 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Alteri Wealth LLC holds $3,659,835 across 5 Credit Services names. AXP ranks #2 (19.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	4,786	$1,642,028
2	AXP	American Express Co This page	2,148	$726,561
3	SYF	Synchrony Financial	8,224	$625,435
4	MA	Mastercard Inc	812	$417,043
5	COF	Capital One Financial Corp	1,240	$248,768

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$726,561	2,148	+20.9%	Shares	Sole	2026-07-29
2026-03-31	$537,506	1,777	+1.7%	Shares	Sole	2026-05-06
2025-12-31	$646,672	1,748	-1.5%	Shares	Sole	2026-02-11
2025-09-30	$589,584	1,775	-0.6%	Shares	Sole	2025-11-10
2025-06-30	$569,379	1,785	+13.8%	Shares	Sole	2025-08-11
2025-03-31	$421,870	1,568	-29.3%	Shares	Sole	2025-05-07
2024-12-31	$658,280	2,218	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.