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Disclosery

Cornerstone Planning Group LLC: FALN position timeline

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

Cornerstone Planning Group LLC held 107,505 FALN 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 107,505 shares
    Change vs previous 13F +3,411 shares

    0.37% of the 13F portfolio, value $2,901,010.

    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 104,094 shares
    Change vs previous 13F -2,843 shares

    0.38% of the 13F portfolio, value $2,813,132.

    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 106,937 shares
    Change vs previous 13F +5,689 shares

    0.46% of the 13F portfolio, value $2,948,256.

    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 101,248 shares
    Change vs previous 13F +457 shares

    0.45% of the 13F portfolio, value $2,792,407.

    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 100,791 shares
    Change vs previous 13F +6,699 shares

    0.55% of the 13F portfolio, value $2,717,331.

    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 94,092 shares
    Change vs previous 13F +1,535 shares

    0.59% of the 13F portfolio, value $2,448,282.

    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 92,557 shares
    Change vs previous 13F +1,786 shares

    0.62% of the 13F portfolio, value $2,511,071.

    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 90,771 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $2,460,809.

    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).