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Disclosery

Cornerstone Planning Group LLC: IJR position timeline

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

Cornerstone Planning Group LLC held 4,637 IJR 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 4,637 shares
    Change vs previous 13F -417 shares

    0.09% of the 13F portfolio, value $676,009.

    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 5,054 shares
    Change vs previous 13F -388 shares

    0.09% of the 13F portfolio, value $697,927.

    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 5,442 shares
    Change vs previous 13F -1,438 shares

    0.11% of the 13F portfolio, value $691,400.

    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 6,880 shares
    Change vs previous 13F +32 shares

    0.13% of the 13F portfolio, value $809,049.

    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 6,848 shares
    Change vs previous 13F -2,294 shares

    0.15% of the 13F portfolio, value $758,868.

    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 9,142 shares
    Change vs previous 13F -604 shares

    0.21% of the 13F portfolio, value $894,952.

    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 9,746 shares
    Change vs previous 13F -4,968 shares

    0.28% of the 13F portfolio, value $1,157,518.

    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 14,714 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,701,932.

    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).