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Uniting Wealth Partners, LLC

SEC CIK
0002056414
Latest filing
Aug 6, 2026

AXP holding history

American Express Co in every 13F filed by Uniting Wealth Partners, 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)
1,183
Value
$400.2K
% of portfolio
0.1%
Quarters held
4
Since Q3 2025
Holdings of AXP by Uniting Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,183$400.2K0.1%+48+4.2%AddedHolders
Q1 20261,135$343.4K0.1%+27+2.4%AddedHolders
Q4 20251,108$409.9K0.1%00.0%UnchangedHolders
Q3 20251,108$368.0K0.1%+1,108NewHolders