Skip to content
Disclosery

Cornerstone Planning Group LLC: IEF position timeline

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

Cornerstone Planning Group LLC held 337 IEF 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 337 shares
    Change vs previous 13F -2 shares

    <0.01% of the 13F portfolio, value $31,340.

    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 339 shares
    Change vs previous 13F +104 shares

    <0.01% of the 13F portfolio, value $31,991.

    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 235 shares
    Change vs previous 13F -76 shares

    <0.01% of the 13F portfolio, value $22,537.

    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 311 shares
    Change vs previous 13F +222 shares

    <0.01% of the 13F portfolio, value $30,108.

    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 89 shares
    Change vs previous 13F -769 shares

    <0.01% of the 13F portfolio, value $8,521.

    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 858 shares
    Change vs previous 13F +772 shares

    0.02% of the 13F portfolio, value $80,944.

    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 86 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $8,004.

    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 90 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,524.

    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).