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Towerpoint Wealth, LLC

SEC CIK
0001731445
Latest filing
Jul 9, 2026

AXP holding history

American Express Co in every 13F filed by Towerpoint Wealth, 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
2
Since Q3 2025
Holdings of AXP by Towerpoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−624−100.0%Sold outHolders
Q4 2025624$230.9K0.1%−9−1.4%ReducedHolders
Q3 2025633$210.3K0.1%+633NewHolders