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Disclosery

Cornerstone Planning Group LLC: HEFA position timeline

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

Cornerstone Planning Group LLC held 114,214 HEFA 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 114,214 shares
    Change vs previous 13F +4,043 shares

    0.67% of the 13F portfolio, value $5,304,082.

    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 110,171 shares
    Change vs previous 13F -484 shares

    0.65% of the 13F portfolio, value $4,873,943.

    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 110,655 shares
    Change vs previous 13F +5,091 shares

    0.73% of the 13F portfolio, value $4,713,370.

    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 105,564 shares
    Change vs previous 13F -1,059 shares

    0.69% of the 13F portfolio, value $4,329,706.

    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 106,623 shares
    Change vs previous 13F +5,510 shares

    0.82% of the 13F portfolio, value $4,026,101.

    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 101,113 shares
    Change vs previous 13F +440 shares

    0.85% of the 13F portfolio, value $3,566,257.

    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 100,673 shares
    Change vs previous 13F +1,331 shares

    0.89% of the 13F portfolio, value $3,633,280.

    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 99,342 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $3,513,721.

    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).