Location: Mt. Kisco, NY
CIK: 0001732687 · Show all filings
Period: Q2 2026 (← Previous) (Next →)
Filing Date: Aug 14, 2026
Total Value: $341K (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | 1,000 | $341K | 100.0% | $341.00 | $137.48 | +146.0% | COM | 025816109 |