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Livermore
Livermore
ZHEN

ERn Financial, LLC

SEC CIK
0001768302
Latest filing
Jul 23, 2026

AXP holding history

American Express Co in every 13F filed by ERn Financial, 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q3 2021
Holdings of AXP by ERn Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−692−100.0%Sold outHolders
Q2 2025692$220.7K<0.1%−2,806−80.2%ReducedHolders
Q1 20253,498$941.1K0.1%00.0%UnchangedHolders
Q4 20243,498$1.04M0.2%+5+0.1%AddedHolders
Q3 20243,493$947.3K0.1%+456+15.0%AddedHolders
Q2 20243,037$703.2K0.1%+2+0.1%AddedHolders
Q1 20243,035$691.0K0.1%00.0%UnchangedHolders
Q4 20233,035$545.7K0.1%00.0%UnchangedHolders
Q3 20233,035$452.8K0.1%00.0%UnchangedHolders
Q2 20233,035$528.7K0.1%00.0%UnchangedHolders
Q1 20233,035$500.6K0.1%+60+2.0%AddedHolders
Q4 20222,975$439.6K0.1%+16+0.5%AddedHolders
Q3 20222,959$399.0K0.1%+14+0.5%AddedHolders
Q2 20222,945$408.0K0.1%−85−2.8%ReducedHolders
Q1 20223,030$567.0K0.1%+76+2.6%AddedHolders
Q4 20212,954$483.0K0.1%00.0%UnchangedHolders
Q3 20212,954$495.0K0.1%+2,954NewHolders