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Green Ridge Wealth Planning LLC

SEC CIK
0002117069
Latest filing
Jul 8, 2026

AXP holding history

American Express Co in every 13F filed by Green Ridge Wealth 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 Q2 2026 holdings

Shares (Q2 2026)
1,227
Value
$415.0K
% of portfolio
0.2%
Quarters held
3
Since Q4 2025
Holdings of AXP by Green Ridge Wealth Planning LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,227$415.0K0.2%−1−0.1%ReducedHolders
Q1 20261,228$371.4K0.2%−5−0.4%ReducedHolders
Q4 20251,233$456.1K0.2%–No prior filingHolders