Position in AXP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$844,948
+$25,530 QoQ
Shares Held
2,498
-7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,661
of 2,990 holders
Holding Since
Dec 2021
19 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, 2026Basepoint Wealth LLC holds $1,113,715 across 7 Credit Services names. AXP ranks #1 (75.9% of the industry book) .
All Filings in AXP
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $844,948 | 2,498 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $819,418 | 2,709 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,008,113 | 2,725 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $932,373 | 2,807 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $903,032 | 2,831 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $772,173 | 2,870 | Shares | Sole | 2025-10-16 | |
| 2024-12-31 | $909,364 | 3,064 | Shares | Sole | 2025-10-16 | |
| 2024-09-30 | $913,130 | 3,367 | Shares | Sole | 2025-10-16 | |
| 2024-06-30 | $743,507 | 3,211 | Shares | Sole | 2025-10-16 | |
| 2024-03-31 | $863,172 | 3,791 | Shares | Sole | 2025-10-16 | |
| 2023-12-31 | $803,126 | 4,287 | Shares | Sole | 2025-10-16 | |
| 2023-09-30 | $650,766 | 4,362 | Shares | Sole | 2025-10-16 | |
| 2023-06-30 | $744,530 | 4,274 | Shares | Sole | 2025-10-15 | |
| 2023-03-31 | $704,336 | 4,270 | Shares | Sole | 2025-10-10 | |
| 2022-12-31 | $631,335 | 4,273 | Shares | Sole | 2025-10-09 | |
| 2022-09-30 | $588,477 | 4,362 | Shares | Sole | 2025-10-09 | |
| 2022-06-30 | $612,145 | 4,416 | Shares | Sole | 2025-10-09 | |
| 2022-03-31 | $875,534 | 4,682 | Shares | Sole | 2025-10-09 | |
| 2021-12-31 | $785,770 | 4,803 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||