Green Ridge Wealth Planning LLC

Position in AXP — American Express Co

CIK 2117069 MONTVILLE, NJ

Position in AXP

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$415,032

+$43,587 QoQ

Shares Held

1,227

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#2,143

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

Green Ridge Wealth Planning LLC holds $1,335,299 across 4 Credit Services names. AXP ranks #1 (31.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	1,227	$415,032
2	COF	Capital One Financial Corp	1,788	$358,708
3	MA	Mastercard Inc	573	$294,292
4	V	Visa Inc.	779	$267,267

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$415,032	1,227	-0.1%	Shares	Sole	2026-07-08
2026-03-31	$371,445	1,228	-0.4%	Shares	Sole	2026-04-10
2025-12-31	$456,148	1,233	—	Shares	Sole	2026-03-11
No filing history on record for this holder in this stock.