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ForthRight Wealth Management, LLC

SEC CIK
0001841633
Latest filing
Aug 7, 2026

AXP holding history

American Express Co in every 13F filed by ForthRight Wealth Management, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2025
Holdings of AXP by ForthRight Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−582−100.0%Sold outHolders
Q4 2025582$215.5K0.1%+582NewHolders