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Disclosery

Cornerstone Planning Group LLC: DFAS position timeline

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

Cornerstone Planning Group LLC held 287 DFAS 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 287 shares
    Change vs previous 13F +33 shares

    <0.01% of the 13F portfolio, value $23,292.

    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 254 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $19,729.

    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 253 shares
    Change vs previous 13F -1,757 shares

    <0.01% of the 13F portfolio, value $18,680.

    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 2,010 shares
    Change vs previous 13F +1,758 shares

    0.02% of the 13F portfolio, value $102,008.

    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 252 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $16,246.

    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 251 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $14,204.

    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).