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Fortis Advisors, LLC

SEC CIK
0001697478
Latest filing
Aug 13, 2026

AXP holding history

American Express Co in every 13F filed by Fortis Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AXP overviewAll 13F holders of AXPFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of AXP by Fortis Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−588−100.0%Sold outHolders
Q4 2025588$217.5K0.1%+588NewHolders
Q2 20230$00.0%−588−100.0%Sold outHolders
Q1 2023588$97.0K0.1%00.0%UnchangedHolders
Q4 2022588$86.9K0.1%00.0%UnchangedHolders
Q3 2022588$79.0K0.1%00.0%UnchangedHolders
Q2 2022588$82.0K0.1%00.0%UnchangedHolders
Q1 2022588$110.0K0.1%00.0%UnchangedHolders
Q4 2021588$96.0K0.1%00.0%UnchangedHolders
Q3 2021588$99.0K0.1%00.0%UnchangedHolders
Q2 2021588$97.0K0.1%+587+58,700.0%AddedHolders
Q1 20211$00.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.