Skip to content
Disclosery

Cornerstone Planning, LLC: AXP position timeline

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

Cornerstone Planning, LLC held 2,880 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,880 shares
    Change vs previous 13F -6,834 shares

    0.23% of the 13F portfolio, value $974,230.

    13F-HR 0002063364-26-000234 filed by Cornerstone Planning, 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 9,714 shares
    Change vs previous 13F -899 shares

    0.66% of the 13F portfolio, value $2,940,901.

    13F-HR 0002063364-26-000151 filed by Cornerstone Planning, 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 10,613 shares
    Change vs previous 13F +2,311 shares

    0.91% of the 13F portfolio, value $3,940,917.

    13F-HR 0002063364-26-000084 filed by Cornerstone Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 8,302 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $2,463,950.

    13F-HR 0001802105-25-000003 filed by Cornerstone Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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