American Express Co

INDEPENDENT FINANCIAL GROUP, LLC AXP

Report date

6/30/2026

Quarter

2026 Q2

Filed

7/15/2026

Shares

12,504

Value ($000)

4,230

Weight

0.1%

2020 Q1 - 2026 Q2 (26 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2026 Q2	7/15/2026	4,230	0.1%	12,504	6/30/2026
2026 Q1	5/15/2026	3,218	0.1%	10,640	3/31/2026
2025 Q4	5/14/2026	4,286	0.1%	11,586	12/31/2025
2025 Q3	5/15/2026	4,038	0.1%	12,158	9/30/2025
2025 Q2	5/15/2026	3,771	0.1%	11,821	6/30/2025
2025 Q1	5/19/2026	3,866	0.1%	14,367	3/31/2025
2024 Q4	6/12/2026	4,346	0.1%	14,642	12/31/2024
2024 Q3	6/12/2026	3,328	0.1%	12,270	9/30/2024
2024 Q2	6/12/2026	2,735	0.1%	11,811	6/30/2024
2024 Q1	6/12/2026	1,767	0.1%	7,762	3/31/2024
2023 Q4	6/12/2026	1,186	0.1%	6,329	12/31/2023
2023 Q3	6/12/2026	848	0.1%	5,683	9/30/2023
2023 Q2	6/12/2026	908	0.1%	5,213	6/30/2023
2023 Q1	6/12/2026	814	0.1%	4,936	3/31/2023
2022 Q4	6/12/2026	662	0.1%	4,483	12/31/2022
2022 Q3	6/12/2026	611	0.1%	4,527	9/30/2022
2022 Q2	6/12/2026	737	0.1%	5,318	6/30/2022
2022 Q1	6/12/2026	859	0.1%	4,595	3/31/2022
2021 Q4	6/15/2026	767	0.1%	4,686	12/31/2021
2021 Q3	6/15/2026	596	0.1%	3,555	9/30/2021
2021 Q2	6/15/2026	554	0.1%	3,355	6/30/2021
2021 Q1	6/15/2026	501	0.1%	3,545	3/31/2021
2020 Q4	6/15/2026	441	0.1%	3,645	12/31/2020
2020 Q3	6/15/2026	261	0.0%	2,608	9/30/2020
2020 Q2	6/15/2026	254	0.1%	2,663	6/30/2020
2020 Q1	6/15/2026	224	0.1%	2,618	3/31/2020