Birchwood Financial Partners, Inc.
Position in AXP — American Express Co
CIK 2110062
BLOOMINGTON, MN
Position in AXP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$44,987
+$4,758 QoQ
Shares Held
133
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,848
of 2,990 holders
Holding Since
Dec 2025
3 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, 2026Birchwood Financial Partners, Inc. holds $366,602 across 6 Credit Services names. AXP ranks #4 (12.3% of the industry book) .
All Filings in AXP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,987 | 133 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $40,229 | 133 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $49,203 | 133 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||