Elevated Financial Group LLC

Position in AXP — American Express Co

CIK 2063915 INDIANAPOLIS, IN

Position in AXP

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$846,978

-$107,043 QoQ

Shares Held

2,504

-20.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.35%

of 13F equity value

Holder Rank

#1,659

of 2,990 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Elevated Financial Group LLC holds $2,853,953 across 4 Credit Services names. AXP ranks #3 (29.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EZPW	Ezcorp Inc	26,528	$917,072
2	SYF	Synchrony Financial	11,456	$871,228
3	AXP	American Express Co This page	2,504	$846,978
4	COF	Capital One Financial Corp	1,090	$218,675

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$846,978	2,504	-20.6%	Shares	Sole	2026-07-22
2026-03-31	$954,021	3,154	-2.3%	Shares	Sole	2026-05-11
2025-12-31	$1,194,568	3,229	—	Shares	Sole	2026-01-29
No filing history on record for this holder in this stock.