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Disclosery

Cornerstone Planning Group LLC: AOR position timeline

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

Cornerstone Planning Group LLC held 9,815 AOR 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 9,815 shares
    Change vs previous 13F +541 shares

    0.08% of the 13F portfolio, value $673,278.

    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 9,274 shares
    Change vs previous 13F +2,923 shares

    0.08% of the 13F portfolio, value $629,964.

    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 6,351 shares
    Change vs previous 13F +202 shares

    0.07% of the 13F portfolio, value $423,271.

    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 6,149 shares
    Change vs previous 13F +91 shares

    0.06% of the 13F portfolio, value $399,956.

    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 6,058 shares
    Change vs previous 13F +111 shares

    0.08% of the 13F portfolio, value $373,453.

    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 5,947 shares
    Change vs previous 13F -872 shares

    0.08% of the 13F portfolio, value $335,214.

    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 6,819 shares
    Change vs previous 13F +118 shares

    0.1% of the 13F portfolio, value $397,638.

    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 6,701 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $391,115.

    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).