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Disclosery

Cornerstone Planning Group LLC: FXZ position timeline

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

Cornerstone Planning Group LLC held 3,116 FXZ 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 3,116 shares
    Change vs previous 13F -368 shares

    0.03% of the 13F portfolio, value $244,727.

    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 3,484 shares
    Change vs previous 13F -721 shares

    0.04% of the 13F portfolio, value $281,094.

    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 4,205 shares
    Change vs previous 13F -7,376 shares

    0.05% of the 13F portfolio, value $313,003.

    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 11,581 shares
    Change vs previous 13F -182,068 shares

    0.11% of the 13F portfolio, value $695,534.

    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 193,649 shares
    Change vs previous 13F +21,884 shares

    2.29% of the 13F portfolio, value $11,227,757.

    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 171,765 shares
    Change vs previous 13F +17,104 shares

    2.13% of the 13F portfolio, value $8,906,039.

    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 154,661 shares
    Change vs previous 13F +20,406 shares

    2.28% of the 13F portfolio, value $9,281,236.

    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 134,255 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $8,858,170.

    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).