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Disclosery

Cornerstone Planning Group LLC: ITA position timeline

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

Cornerstone Planning Group LLC held 1,175 ITA 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 1,175 shares
    Change vs previous 13F -89 shares

    0.03% of the 13F portfolio, value $271,656.

    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 1,264 shares
    Change vs previous 13F -3,203 shares

    0.04% of the 13F portfolio, value $272,184.

    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 4,467 shares
    Change vs previous 13F +290 shares

    0.16% of the 13F portfolio, value $1,043,893.

    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 4,177 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $899,350.

    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).