Position in AXP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$531,390
+$129,395 QoQ
Shares Held
1,571
+18.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,980
of 2,990 holders
Holding Since
Mar 2025
6 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, 2026PLANNING ALTERNATIVES LTD /ADV holds $2,021,362 across 4 Credit Services names. AXP ranks #2 (26.3% of the industry book) .
All Filings in AXP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $531,390 | 1,571 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $401,995 | 1,329 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $403,245 | 1,090 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $331,827 | 999 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $277,193 | 869 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $284,654 | 1,058 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||