Skip to main content

Wealth Effects LLC

SEC CIK
0001907254
Latest filing
Aug 6, 2026

AXP holding history

American Express Co in every 13F filed by Wealth Effects 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 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q1 2024
Holdings of AXP by Wealth Effects LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−880−100.0%Sold outHolders
Q1 2024880$200.4K0.1%+880NewHolders