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Navigate Wealth Management, LLC

SEC CIK
0002127791
Latest filing
Jul 23, 2026

AXP holding history

American Express Co in every 13F filed by Navigate Wealth Management, 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)
770
Value
$273.6K
% of portfolio
0.2%
Quarters held
2
Since Q1 2026
Holdings of AXP by Navigate Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026770$273.6K0.2%00.0%UnchangedHolders
Q1 2026770$253.9K0.2%–No prior filingHolders