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Disclosery

Cornerstone Planning Group LLC: AOA position timeline

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

Cornerstone Planning Group LLC held 13,155 AOA 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 13,155 shares
    Change vs previous 13F -117 shares

    0.16% of the 13F portfolio, value $1,271,450.

    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 13,272 shares
    Change vs previous 13F +1,138 shares

    0.17% of the 13F portfolio, value $1,262,234.

    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 12,134 shares
    Change vs previous 13F -2,353 shares

    0.17% of the 13F portfolio, value $1,121,335.

    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 14,487 shares
    Change vs previous 13F -1,366 shares

    0.21% of the 13F portfolio, value $1,294,016.

    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 15,853 shares
    Change vs previous 13F +890 shares

    0.27% of the 13F portfolio, value $1,325,336.

    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 14,963 shares
    Change vs previous 13F +874 shares

    0.27% of the 13F portfolio, value $1,118,005.

    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 14,089 shares
    Change vs previous 13F +28 shares

    0.27% of the 13F portfolio, value $1,102,323.

    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 14,061 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,096,882.

    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).