SUMMIT WEALTH GROUP LLC / CO

Position in AXP — American Express Co

CIK 2081278 COLORADO SPRINGS, CO

Position in AXP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$381,546

+$102,055 QoQ

Shares Held

1,128

+22.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#2,212

of 2,998 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Financial Services · as of Jun 30, 2026

SUMMIT WEALTH GROUP LLC / CO holds $2,173,982 across 4 Credit Services names. AXP ranks #3 (17.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	2,843	$975,404
2	MA	Mastercard Inc	958	$492,028
3	AXP	American Express Co This page	1,128	$381,546
4	COF	Capital One Financial Corp	1,620	$325,004

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$381,546	1,128	+22.1%	Shares	Sole	2026-07-28
2026-03-31	$279,491	924	+34.5%	Shares	Sole	2026-04-23
2025-12-31	$254,155	687	—	Shares	Sole	2026-02-04
No filing history on record for this holder in this stock.