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Disclosery

CFC Planning Co LLC: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CFC Planning Co LLC on AXP, newest first. How the timeline and the estimate are built.

CFC Planning Co LLC held 16,405 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,405 shares
    Change vs previous 13F -729 shares

    3.28% of the 13F portfolio, value $5,549,185.

    13F-HR 0001854428-26-000004 filed by CFC Planning Co LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 17,134 shares
    Change vs previous 13F -355 shares

    3.74% of the 13F portfolio, value $5,182,865.

    13F-HR 0001854428-26-000003 filed by CFC Planning Co LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,489 shares
    Change vs previous 13F -813 shares

    4.98% of the 13F portfolio, value $6,470,267.

    13F-HR 0001854428-26-000002 filed by CFC Planning Co LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 18,302 shares
    Change vs previous 13F +983 shares

    5.11% of the 13F portfolio, value $6,079,382.

    13F-HR 0001854428-25-000003 filed by CFC Planning Co LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,319 shares
    Change vs previous 13F +2,099 shares

    5.34% of the 13F portfolio, value $5,524,597.

    13F-HR 0001085146-25-004863 filed by CFC Planning Co LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 15,220 shares
    Change vs previous 13F +1,392 shares

    4.48% of the 13F portfolio, value $4,095,095.

    13F-HR/A 0001085146-25-005755 filed by CFC Planning Co LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 13,828 shares
    Change vs previous 13F not available

    4.4% of the 13F portfolio, value $4,104,182.

    13F-HR 0001085146-25-000636 filed by CFC Planning Co LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).