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Livermore
Livermore
ZHEN

Acima Private Wealth, LLC

SEC CIK
0001761961
Latest filing
Jul 6, 2026

AXP holding history

American Express Co in every 13F filed by Acima Private 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 (Q2 2026)
1,056
Value
$357.2K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of AXP by Acima Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,056$357.2K0.1%−44−4.0%ReducedHolders
Q1 20261,100$332.7K0.1%00.0%UnchangedHolders
Q4 20251,100$406.9K0.1%00.0%UnchangedHolders
Q3 20251,100$365.4K0.1%+100+10.0%AddedHolders
Q2 20251,000$319.0K0.1%00.0%UnchangedHolders
Q1 20251,000$269.1K0.1%−2,000−66.7%ReducedHolders
Q4 20243,000$890.4K0.3%00.0%UnchangedHolders
Q3 20243,000$813.6K0.3%00.0%UnchangedHolders
Q2 20243,000$694.6K0.3%00.0%UnchangedHolders
Q1 20243,000$683.1K0.3%00.0%UnchangedHolders
Q4 20233,000$562.0K0.2%−56−1.8%ReducedHolders
Q3 20233,056$455.9K0.2%00.0%UnchangedHolders
Q2 20233,056$532.4K0.3%−57−1.8%ReducedHolders
Q1 20233,113$513.5K0.3%+56+1.8%AddedHolders
Q4 20223,057$451.7K0.2%00.0%UnchangedHolders
Q3 20223,057$412.4K0.2%00.0%UnchangedHolders
Q2 20223,057$423.8K0.2%00.0%UnchangedHolders
Q1 20223,057$572.0K0.3%00.0%UnchangedHolders
Q4 20213,057$500.0K0.2%00.0%UnchangedHolders
Q3 20213,057$512.0K0.2%00.0%UnchangedHolders
Q2 20213,057$505.0K0.2%00.0%UnchangedHolders
Q1 20213,057$432.0K0.2%––Holders

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