American Express Co

Valeo Financial Advisors, LLC AXP

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/4/2026

Shares

18,470

Value ($000)

6,833

Weight

0.2%

2019 Q4 - 2025 Q4 (25 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
2025 Q4	2/4/2026	6,833	0.2%	18,470	12/31/2025
2025 Q3	11/3/2025	5,967	0.1%	17,965	9/30/2025
2025 Q2	9/12/2025	5,705	0.1%	17,886	6/30/2025
2025 Q1	4/30/2025	4,260	0.1%	15,832	3/31/2025
2024 Q4	1/30/2025	4,692	0.1%	15,810	12/31/2024
2024 Q3	10/10/2024	4,272	0.1%	15,751	9/30/2024
2024 Q2	7/10/2024	3,619	0.1%	15,629	6/30/2024
2024 Q1	4/25/2024	3,683	0.1%	15,404	3/31/2024
2023 Q4	1/29/2024	2,926	0.1%	15,617	12/31/2023
2023 Q3	10/20/2023	2,120	0.1%	14,210	9/30/2023
2023 Q2	7/14/2023	2,293	0.1%	13,164	6/30/2023
2023 Q1	4/17/2023	2,475	0.1%	15,005	3/31/2023
2022 Q4	2/9/2023	1,917	0.1%	12,974	12/31/2022
2022 Q3	10/31/2022	1,631	0.1%	12,088	9/30/2022
2022 Q2	8/3/2022	1,614	0.1%	11,642	6/30/2022
2022 Q1	4/28/2022	2,381	0.1%	12,735	3/31/2022
2021 Q4	1/7/2022	2,010	0.1%	12,287	12/31/2021
2021 Q3	11/2/2021	1,914	0.1%	11,424	9/30/2021
2021 Q2	7/22/2021	1,852	0.1%	11,207	6/30/2021
2021 Q1	4/12/2021	1,595	0.1%	11,280	3/31/2021
2020 Q4	2/11/2021	1,470	0.1%	12,154	12/31/2020
2020 Q3	10/28/2020	1,359	0.1%	13,559	9/30/2020
2020 Q2	7/20/2020	1,296	0.1%	13,616	6/30/2020
2020 Q1	4/13/2020	969	0.1%	10,238	3/31/2020
2019 Q4	1/24/2020	991	0.1%	7,961	12/31/2019