Intentional Wealth Strategies, LLC
Position in AXP — American Express Co
CIK 2119881
COLORADO SPRINGS, CO
Position in AXP
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$5,142
New position
Shares Held
17
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 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Credit Services
Financial Services · as of Mar 31, 2026Intentional Wealth Strategies, LLC holds $434,151 across 16 Credit Services names. AXP ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
584 | $176,508 | |
| 2 | SYF |
Synchrony Financial
|
1,772 | $120,531 | |
| 3 | MA |
Mastercard Inc
|
170 | $84,942 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
329 | $14,880 | |
| 5 | BFH |
Bread Financial Holdings, Inc.
|
150 | $11,233 | |
| 6 | AXP |
American Express Co
This page
|
17 | $5,142 | |
| 7 | WRLD |
World Acceptance Corp
|
38 | $5,131 | |
| 8 | WU |
Western Union CO
|
392 | $3,422 |
All Filings in AXP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,142 | 17 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||