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Disclosery

Cornerstone Planning Group LLC: FNDX position timeline

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

Cornerstone Planning Group LLC held 1,742,873 FNDX 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 1,742,873 shares
    Change vs previous 13F +46,661 shares

    6.94% of the 13F portfolio, value $55,092,213.

    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 1,696,212 shares
    Change vs previous 13F +133,686 shares

    6.83% of the 13F portfolio, value $51,208,634.

    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 1,562,526 shares
    Change vs previous 13F +1,562,340 shares

    6.89% of the 13F portfolio, value $44,188,245.

    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 186 shares
    Change vs previous 13F -1,550,097 shares

    <0.01% of the 13F portfolio, value $4,680.

    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 1,550,283 shares
    Change vs previous 13F +116,372 shares

    7.79% of the 13F portfolio, value $38,167,959.

    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 1,433,911 shares
    Change vs previous 13F +77,214 shares

    7.65% of the 13F portfolio, value $31,990,548.

    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 1,356,697 shares
    Change vs previous 13F +47,079 shares

    8.24% of the 13F portfolio, value $33,564,681.

    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 1,309,618 shares
    Change vs previous 13F not available

    8.26% of the 13F portfolio, value $31,273,688.

    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).