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Disclosery

Cornerstone Planning Group LLC: FTLS position timeline

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

Cornerstone Planning Group LLC held 244,171 FTLS 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 244,171 shares
    Change vs previous 13F +8,550 shares

    2.32% of the 13F portfolio, value $18,388,532.

    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 235,621 shares
    Change vs previous 13F +18,044 shares

    2.32% of the 13F portfolio, value $17,407,674.

    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 217,577 shares
    Change vs previous 13F -5,536 shares

    2.44% of the 13F portfolio, value $15,633,510.

    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 223,113 shares
    Change vs previous 13F +4,205 shares

    2.54% of the 13F portfolio, value $15,867,819.

    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 218,908 shares
    Change vs previous 13F +19,191 shares

    2.96% of the 13F portfolio, value $14,491,712.

    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 199,717 shares
    Change vs previous 13F +11,006 shares

    2.98% of the 13F portfolio, value $12,468,360.

    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 188,711 shares
    Change vs previous 13F +5,063 shares

    3.11% of the 13F portfolio, value $12,643,637.

    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 183,648 shares
    Change vs previous 13F not available

    3.11% of the 13F portfolio, value $11,784,708.

    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).