Position in AXP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$541,876
-$423,337 QoQ
Shares Held
1,602
-49.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,966
of 2,990 holders
Holding Since
Mar 2022
14 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, 2026MONEY CONCEPTS CAPITAL CORP holds $6,863,382 across 5 Credit Services names. AXP ranks #4 (7.9% of the industry book) .
All Filings in AXP
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $541,876 | 1,602 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $965,213 | 3,191 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,146,105 | 3,098 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,055,936 | 3,179 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $864,116 | 2,709 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $710,292 | 2,640 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $731,884 | 2,466 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $328,423 | 1,211 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $258,409 | 1,116 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $264,348 | 1,161 | Shares | Sole | 2024-05-01 | |
| 2022-12-31 | $481,960 | 3,262 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $83,104 | 616 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $82,478 | 595 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $655,061 | 3,503 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||