Third View Private Wealth, LLC

Position in AXP — American Express Co

CIK 2083406 WESTPORT, CT

Position in AXP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$864,228

+$178,809 QoQ

Shares Held

2,555

+12.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,651

of 2,990 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Third View Private Wealth, LLC holds $27,946,154 across 5 Credit Services names. AXP ranks #5 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	60,991	$20,925,402
2	COF	Capital One Financial Corp	17,225	$3,455,679
3	MA	Mastercard Inc	3,139	$1,612,190
4	SYF	Synchrony Financial	14,315	$1,088,655
5	AXP	American Express Co This page	2,555	$864,228

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$864,228	2,555	+12.8%	Shares	Other	2026-07-27
2026-03-31	$685,419	2,266	+9.4%	Shares	Other	2026-04-15
2025-12-31	$766,536	2,072	—	Shares	Other	2026-01-23
No filing history on record for this holder in this stock.