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Disclosery

Community Financial Services Group, LLC: AXP position timeline

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

Community Financial Services Group, LLC held 17,652 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,652 shares
    Change vs previous 13F -2,882 shares

    0.9% of the 13F portfolio, value $6,142,896.

    13F-HR 0001537319-26-000003 filed by Community Financial Services Group, 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 20,534 shares
    Change vs previous 13F -249 shares

    1.09% of the 13F portfolio, value $6,189,974.

    13F-HR 0001537319-26-000002 filed by Community Financial Services Group, 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 20,783 shares
    Change vs previous 13F -1,465 shares

    1.41% of the 13F portfolio, value $7,688,684.

    13F-HR 0001537319-26-000001 filed by Community Financial Services Group, 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 22,248 shares
    Change vs previous 13F -595 shares

    1.35% of the 13F portfolio, value $7,389,883.

    13F-HR 0001537319-25-000005 filed by Community Financial Services Group, 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 22,843 shares
    Change vs previous 13F -339 shares

    1.45% of the 13F portfolio, value $7,286,539.

    13F-HR 0001537319-25-000004 filed by Community Financial Services Group, 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 23,182 shares
    Change vs previous 13F -275 shares

    1.35% of the 13F portfolio, value $6,237,140.

    13F-HR 0001537319-25-000002 filed by Community Financial Services Group, 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 23,457 shares
    Change vs previous 13F -53 shares

    1.38% of the 13F portfolio, value $6,961,795.

    13F-HR 0001537319-25-000001 filed by Community Financial Services Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 23,510 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $6,375,924.

    13F-HR 0001537319-24-000006 filed by Community Financial Services Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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