Spartan Wealth Advisory Services LLC
Position in AXP — American Express Co
CIK 2075193
BINGHAM FARMS, MI
Position in AXP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,583,420
+$91,289 QoQ
Shares Held
10,594
-8.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#929
of 2,990 holders
Holding Since
Mar 2026
2 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, 2026Spartan Wealth Advisory Services LLC holds $19,772,925 across 6 Credit Services names. AXP ranks #3 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
32,969 | $11,311,334 | |
| 2 | MA |
Mastercard Inc
|
7,535 | $3,869,976 | |
| 3 | AXP |
American Express Co
This page
|
10,594 | $3,583,420 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
26,252 | $470,698 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
3,757 | $306,383 | |
| 6 | COF |
Capital One Financial Corp
|
1,152 | $231,114 |
All Filings in AXP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,583,420 | 10,594 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,492,131 | 11,545 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||