Position in AXP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$15,124
New position
Shares Held
50
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Credit Services
Financial Services · as of Mar 31, 2026Trask Adam Roland holds $113,497 across 3 Credit Services names. AXP ranks #2 (13.3% of the industry book) .
All Filings in AXP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,124 | 50 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||