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Disclosery

Cornerstone Planning Group LLC: HEDJ position timeline

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

Cornerstone Planning Group LLC held 8,629 HEDJ 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 8,629 shares
    Change vs previous 13F -1,712 shares

    0.06% of the 13F portfolio, value $489,584.

    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 10,341 shares
    Change vs previous 13F -32,414 shares

    0.08% of the 13F portfolio, value $564,929.

    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 42,755 shares
    Change vs previous 13F +41,821 shares

    0.36% of the 13F portfolio, value $2,304,495.

    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 934 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $81,137.

    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).