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Disclosery

Cornerstone Planning Group LLC: ICVT position timeline

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

Cornerstone Planning Group LLC held 180,323 ICVT 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 180,323 shares
    Change vs previous 13F +1,863 shares

    2.65% of the 13F portfolio, value $21,009,391.

    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 178,460 shares
    Change vs previous 13F +8,480 shares

    2.76% of the 13F portfolio, value $20,685,216.

    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 169,980 shares
    Change vs previous 13F -6,109 shares

    2.81% of the 13F portfolio, value $18,002,556.

    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 176,089 shares
    Change vs previous 13F +2,800 shares

    2.9% of the 13F portfolio, value $18,080,797.

    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 173,289 shares
    Change vs previous 13F +8,353 shares

    3.26% of the 13F portfolio, value $15,949,534.

    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 164,936 shares
    Change vs previous 13F +1,175 shares

    3.28% of the 13F portfolio, value $13,692,962.

    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 163,761 shares
    Change vs previous 13F +764 shares

    3.5% of the 13F portfolio, value $14,260,303.

    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 162,997 shares
    Change vs previous 13F not available

    3.65% of the 13F portfolio, value $13,814,031.

    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).