Cornerstone Planning Group LLC: FDVV position timeline

Cornerstone Planning Group LLC held 18,773 FDVV 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 18,773 shares

   Change vs previous 13F +149 shares

   0.15% of the 13F portfolio, value $1,173,288.

   13F-HR 0001822587-26-000003 filed by Cornerstone Planning Group LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 18,624 shares

   Change vs previous 13F +17,808 shares

   0.15% of the 13F portfolio, value $1,094,155.

   13F-HR 0001822587-26-000002 filed by Cornerstone Planning Group LLC
   Filed 2026-05-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 816 shares

   Change vs previous 13F +706 shares

   0.01% of the 13F portfolio, value $47,385.

   13F-HR 0001822587-26-000001 filed by Cornerstone Planning Group LLC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 110 shares

   Change vs previous 13F 0 shares

   <0.01% of the 13F portfolio, value $6,164.

   13F-HR 0001822587-25-000005 filed by Cornerstone Planning Group LLC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 110 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $5,885.

   13F-HR 0001822587-25-000004 filed by Cornerstone Planning Group LLC
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).