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Disclosery

Cornerstone Planning Group LLC: FENI position timeline

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

Cornerstone Planning Group LLC held 1,867,208 FENI 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 1,867,208 shares
    Change vs previous 13F +68,481 shares

    9.46% of the 13F portfolio, value $75,136,453.

    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 1,798,727 shares
    Change vs previous 13F +155,541 shares

    9.39% of the 13F portfolio, value $70,384,184.

    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 1,643,186 shares
    Change vs previous 13F +25,753 shares

    9.93% of the 13F portfolio, value $63,706,321.

    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 1,617,433 shares
    Change vs previous 13F +47,473 shares

    9.23% of the 13F portfolio, value $57,629,122.

    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 1,569,960 shares
    Change vs previous 13F not available

    10.61% of the 13F portfolio, value $51,981,370.

    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).