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Disclosery

Cornerstone Planning Group LLC: AXP position timeline

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

Cornerstone Planning Group LLC held 5,454 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,454 shares
    Change vs previous 13F +1 shares

    0.24% of the 13F portfolio, value $1,902,185.

    13F-HR 0001822587-26-000003 filed by Cornerstone Planning 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 5,453 shares
    Change vs previous 13F +114 shares

    0.23% of the 13F portfolio, value $1,722,792.

    13F-HR 0001822587-26-000002 filed by Cornerstone Planning 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 5,339 shares
    Change vs previous 13F +19 shares

    0.3% of the 13F portfolio, value $1,906,019.

    13F-HR 0001822587-26-000001 filed by Cornerstone Planning 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 5,320 shares
    Change vs previous 13F +74 shares

    0.31% of the 13F portfolio, value $1,909,412.

    13F-HR 0001822587-25-000005 filed by Cornerstone Planning 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 5,246 shares
    Change vs previous 13F +10 shares

    0.32% of the 13F portfolio, value $1,556,238.

    13F-HR 0001822587-25-000004 filed by Cornerstone Planning 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 5,236 shares
    Change vs previous 13F +40 shares

    0.33% of the 13F portfolio, value $1,362,185.

    13F-HR 0001822587-25-000002 filed by Cornerstone Planning 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 5,196 shares
    Change vs previous 13F +11 shares

    0.4% of the 13F portfolio, value $1,644,102.

    13F-HR 0001822587-25-000001 filed by Cornerstone Planning 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 5,185 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,402,313.

    13F-HR 0001822587-24-000005 filed by Cornerstone Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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