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N.E.W. Advisory Services LLC

SEC CIK
0001803456
Latest filing
Aug 6, 2026

AXP holding history

American Express Co in every 13F filed by N.E.W. Advisory Services 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)
595
Value
$201.3K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2024
Holdings of AXP by N.E.W. Advisory Services LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026595$201.3K<0.1%−400−40.2%ReducedHolders
Q1 2026995$301.0K<0.1%−283−22.1%ReducedHolders
Q4 20251,278$472.7K<0.1%+400+45.6%AddedHolders
Q3 2025878$291.5K<0.1%00.0%UnchangedHolders
Q2 2025878$279.9K<0.1%−673−43.4%ReducedHolders
Q1 20251,551$417.3K<0.1%+674+76.9%AddedHolders
Q4 2024877$260.4K<0.1%00.0%UnchangedHolders
Q3 2024877$237.9K<0.1%00.0%UnchangedHolders
Q2 2024877$203.1K<0.1%+877NewHolders