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Disclosery

Cornerstone Planning Group LLC: EFV position timeline

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

Cornerstone Planning Group LLC held 45,023 EFV 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 45,023 shares
    Change vs previous 13F -29,060 shares

    0.45% of the 13F portfolio, value $3,576,647.

    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 74,083 shares
    Change vs previous 13F +15,685 shares

    0.76% of the 13F portfolio, value $5,706,553.

    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 58,398 shares
    Change vs previous 13F -1,947 shares

    0.68% of the 13F portfolio, value $4,379,830.

    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 60,345 shares
    Change vs previous 13F +58,829 shares

    0.66% of the 13F portfolio, value $4,142,662.

    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 1,516 shares
    Change vs previous 13F -544 shares

    0.02% of the 13F portfolio, value $97,224.

    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 2,060 shares
    Change vs previous 13F +615 shares

    0.03% of the 13F portfolio, value $122,969.

    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 1,445 shares
    Change vs previous 13F -169 shares

    0.02% of the 13F portfolio, value $79,366.

    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 1,614 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $89,391.

    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).