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Disclosery

Cornerstone Planning Group LLC: BSV position timeline

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

Cornerstone Planning Group LLC held 9,831 BSV 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 9,831 shares
    Change vs previous 13F +562 shares

    0.1% of the 13F portfolio, value $761,622.

    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 9,269 shares
    Change vs previous 13F -1,112 shares

    0.1% of the 13F portfolio, value $722,947.

    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 10,381 shares
    Change vs previous 13F +10,262 shares

    0.13% of the 13F portfolio, value $818,427.

    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 119 shares
    Change vs previous 13F -2,718 shares

    <0.01% of the 13F portfolio, value $5,940.

    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 2,837 shares
    Change vs previous 13F -1,001 shares

    0.05% of the 13F portfolio, value $222,927.

    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 3,838 shares
    Change vs previous 13F +1,051 shares

    0.07% of the 13F portfolio, value $299,862.

    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 2,787 shares
    Change vs previous 13F -324 shares

    0.05% of the 13F portfolio, value $216,133.

    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 3,111 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $241,934.

    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).