Provenance Wealth Advisors, LLC
Position in AXP — American Express Co
CIK 2081584
FORT LAUDERDALE, FL
Position in AXP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,043,501
+$242,232 QoQ
Shares Held
3,085
+16.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#1,546
of 2,990 holders
Holding Since
Sep 2023
12 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, 2026Provenance Wealth Advisors, LLC holds $2,365,101 across 6 Credit Services names. AXP ranks #1 (44.1% of the industry book) .
All Filings in AXP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,043,501 | 3,085 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $801,269 | 2,649 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $981,847 | 2,654 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $884,874 | 2,664 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $849,762 | 2,664 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $724,820 | 2,694 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $971,393 | 3,273 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $2,441,071 | 9,001 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $2,100,621 | 9,072 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $2,079,265 | 9,132 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $1,708,728 | 9,121 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $1,321,525 | 8,858 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||