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Rise Advisors, LLC

SEC CIK
0001831316
Latest filing
Jul 10, 2026

AXP holding history

American Express Co in every 13F filed by Rise 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q4 2021
Holdings of AXP by Rise Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−359−100.0%Sold outHolders
Q3 2025359$119.2K<0.1%+11+3.2%AddedHolders
Q2 2025348$111.1K<0.1%+21+6.4%AddedHolders
Q1 2025327$88.1K<0.1%−135−29.2%ReducedHolders
Q4 2024462$137.0K0.1%−11−2.3%ReducedHolders
Q3 2024473$128.3K0.1%+1+0.2%AddedHolders
Q2 2024472$109.2K0.1%+2+0.4%AddedHolders
Q1 2024470$107.1K0.1%+310+193.8%AddedHolders
Q4 2023160$30.0K<0.1%+1+0.6%AddedHolders
Q3 2023159$23.8K<0.1%−1−0.6%ReducedHolders
Q2 2023160$27.8K<0.1%−8−4.8%ReducedHolders
Q1 2023168$27.7K<0.1%+9+5.7%AddedHolders
Q4 2022159$23.4K<0.1%+1+0.6%AddedHolders
Q3 2022158$21.0K<0.1%00.0%UnchangedHolders
Q2 2022158$22.0K<0.1%+1+0.6%AddedHolders
Q1 2022157$29.0K<0.1%+140+823.5%AddedHolders
Q4 202117$2.79K<0.1%–No prior filingHolders