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IronOak Wealth LLC.

SEC CIK
0002037081
Latest filing
Jul 14, 2025

AXP holding history

American Express Co in every 13F filed by IronOak Wealth 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 2025 holdings

Shares (Q2 2025)
4,538
Value
$1.45M
% of portfolio
1.4%
Quarters held
2
Since Q4 2024
Holdings of AXP by IronOak Wealth LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20254,538$1.45M1.4%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 20248,367$2.48M2.8%–No prior filingHolders