Defined Financial Planning LLC
- SEC CIK
- 0002056559
- Latest filing
- Oct 15, 2025
AXP holding history
American Express Co in every 13F filed by Defined Financial Planning 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 Q3 2025 holdings
- Shares (Q3 2025)
- 793
- Value
- $256.8K
- % of portfolio
- 0.2%
- Quarters held
- 3
- Since Q1 2025