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Disclosery

Cornerstone Planning Group LLC: BIV position timeline

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

Cornerstone Planning Group LLC held 609,041 BIV 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 609,041 shares
    Change vs previous 13F +23,947 shares

    5.8% of the 13F portfolio, value $46,055,677.

    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 585,094 shares
    Change vs previous 13F +54,153 shares

    5.99% of the 13F portfolio, value $44,870,835.

    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 530,941 shares
    Change vs previous 13F +530,863 shares

    6.44% of the 13F portfolio, value $41,312,522.

    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 78 shares
    Change vs previous 13F -511,242 shares

    <0.01% of the 13F portfolio, value $6,675.

    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 511,320 shares
    Change vs previous 13F +34,964 shares

    8.08% of the 13F portfolio, value $39,596,647.

    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 476,356 shares
    Change vs previous 13F +18,263 shares

    8.64% of the 13F portfolio, value $36,098,220.

    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 458,093 shares
    Change vs previous 13F +262,804 shares

    8.46% of the 13F portfolio, value $34,453,176.

    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 195,289 shares
    Change vs previous 13F not available

    3.93% of the 13F portfolio, value $14,873,175.

    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).