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Wealth Preservation Advisors, LLC

SEC CIK
0001968434
Latest filing
Aug 14, 2026

AXP holding history

American Express Co in every 13F filed by Wealth Preservation 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2025
Holdings of AXP by Wealth Preservation Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−537−100.0%Sold outHolders
Q1 2026537$162.5K0.1%+8+1.5%AddedHolders
Q4 2025529$195.6K0.1%+1+0.2%AddedHolders
Q3 2025528$175.4K0.1%+300+131.6%AddedHolders
Q2 2025228$72.6K<0.1%+2+0.9%AddedHolders
Q1 2025226$60.8K<0.1%–No prior filingHolders