Skip to content
Disclosery

Cornerstone Planning Group LLC: IAU position timeline

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

Cornerstone Planning Group LLC held 14,008 IAU 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 14,008 shares
    Change vs previous 13F +2,159 shares

    0.14% of the 13F portfolio, value $1,088,282.

    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 11,849 shares
    Change vs previous 13F -12,338 shares

    0.14% of the 13F portfolio, value $1,015,341.

    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 24,187 shares
    Change vs previous 13F +1,323 shares

    0.38% of the 13F portfolio, value $2,448,934.

    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 22,864 shares
    Change vs previous 13F +21,891 shares

    0.28% of the 13F portfolio, value $1,732,863.

    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 973 shares
    Change vs previous 13F -345 shares

    0.01% of the 13F portfolio, value $61,970.

    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 1,318 shares
    Change vs previous 13F +206 shares

    0.02% of the 13F portfolio, value $81,874.

    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 1,112 shares
    Change vs previous 13F +172 shares

    0.01% of the 13F portfolio, value $57,557.

    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 940 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $49,218.

    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).