Crusonia Wealth Advisors LLC

Position in AXP — American Express Co

CIK 2112003 DENVER, CO

Position in AXP

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

Position Value

$551,008

+$65,529 QoQ

Shares Held

1,629

+1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#1,957

of 2,990 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Crusonia Wealth Advisors LLC holds $5,354,596 across 4 Credit Services names. AXP ranks #3 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	9,779	$3,355,076
2	MA	Mastercard Inc	2,209	$1,134,542
3	AXP	American Express Co This page	1,629	$551,008
4	COF	Capital One Financial Corp	1,565	$313,970

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$551,008	1,629	+1.5%	Shares	Defined	2026-07-30
2026-03-31	$485,479	1,605	+3.8%	Shares	Sole	2026-05-12
2025-12-31	$571,942	1,546	—	Shares	Defined	2026-02-18
No filing history on record for this holder in this stock.