Position in AXP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,291,438
+$128,705 QoQ
Shares Held
3,818
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,440
of 2,990 holders
Holding Since
Sep 2025
4 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, 2026TRED AVON FAMILY WEALTH, LLC holds $6,160,469 across 4 Credit Services names. AXP ranks #2 (21.0% of the industry book) .
All Filings in AXP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,291,438 | 3,818 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,162,733 | 3,844 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,559,339 | 4,215 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,372,485 | 4,132 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||