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Disclosery

Cornerstone Planning Group LLC: IMCG position timeline

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

Cornerstone Planning Group LLC held 390,783 IMCG 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 390,783 shares
    Change vs previous 13F +8,291 shares

    4.7% of the 13F portfolio, value $37,331,474.

    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 382,492 shares
    Change vs previous 13F +30,185 shares

    4.57% of the 13F portfolio, value $34,259,730.

    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 352,307 shares
    Change vs previous 13F -8,693 shares

    4.59% of the 13F portfolio, value $29,414,139.

    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 361,000 shares
    Change vs previous 13F +6,914 shares

    4.71% of the 13F portfolio, value $29,432,368.

    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 354,086 shares
    Change vs previous 13F +24,919 shares

    5.85% of the 13F portfolio, value $28,670,341.

    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 329,167 shares
    Change vs previous 13F +18,087 shares

    5.47% of the 13F portfolio, value $22,863,912.

    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 311,080 shares
    Change vs previous 13F +934 shares

    6.01% of the 13F portfolio, value $24,457,113.

    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 310,146 shares
    Change vs previous 13F not available

    6.07% of the 13F portfolio, value $22,981,837.

    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).