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Livermore
Livermore
ZHEN

KFA Private Wealth Group, LLC

SEC CIK
0001800556
Latest filing
Jul 28, 2026

AXP holding history

American Express Co in every 13F filed by KFA Private Wealth Group, 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)
1,574
Value
$532.4K
% of portfolio
0.1%
Quarters held
14
Since Q1 2023
Holdings of AXP by KFA Private Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,574$532.4K0.1%−5−0.3%ReducedHolders
Q1 20261,579$477.6K0.1%−19−1.2%ReducedHolders
Q4 20251,598$591.2K0.1%+9+0.6%AddedHolders
Q3 20251,589$527.8K0.2%00.0%UnchangedHolders
Q2 20251,589$506.9K0.2%00.0%UnchangedHolders
Q1 20251,589$427.5K0.1%+5+0.3%AddedHolders
Q4 20241,584$470.1K0.2%+51+3.3%AddedHolders
Q3 20241,533$415.8K0.2%00.0%UnchangedHolders
Q2 20241,533$355.0K0.2%+33+2.2%AddedHolders
Q1 20241,500$341.5K0.1%−12−0.8%ReducedHolders
Q4 20231,512$283.3K0.1%00.0%UnchangedHolders
Q3 20231,512$225.6K0.1%−5−0.3%ReducedHolders
Q2 20231,517$264.3K0.1%−10−0.7%ReducedHolders
Q1 20231,527$251.9K0.1%+1,527NewHolders