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Plotkin Financial Advisors, LLC

SEC CIK
0001826394
Latest filing
Aug 14, 2026

AXP holding history

American Express Co in every 13F filed by Plotkin Financial Advisors, 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)
1,052
Value
$355.8K
% of portfolio
0.1%
Quarters held
4
Since Q3 2025
Holdings of AXP by Plotkin Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,052$355.8K0.1%+148+16.4%AddedHolders
Q1 2026904$273.4K0.1%+145+19.1%AddedHolders
Q4 2025759$280.8K0.1%+93+14.0%AddedHolders
Q3 2025666$221.2K0.1%+666NewHolders