Position in AXP
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$41,266
+$3,154 QoQ
Shares Held
122
-3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#2,857
of 2,990 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Sarver Vrooman Wealth Advisors holds $82,708 across 3 Credit Services names. AXP ranks #1 (49.9% of the industry book) .
All Filings in AXP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,266 | 122 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $38,112 | 126 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $51,793 | 140 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $75,068 | 226 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $72,089 | 226 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $81,522 | 303 | Shares | Sole | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||