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Disclosery

Cornerstone Planning Group LLC: IUSB position timeline

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

Cornerstone Planning Group LLC held 339,310 IUSB 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 339,310 shares
    Change vs previous 13F +85,646 shares

    1.94% of the 13F portfolio, value $15,445,378.

    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 253,664 shares
    Change vs previous 13F +58,604 shares

    1.56% of the 13F portfolio, value $11,676,140.

    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 195,060 shares
    Change vs previous 13F +14,462 shares

    1.42% of the 13F portfolio, value $9,105,390.

    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 180,598 shares
    Change vs previous 13F +175,388 shares

    1.36% of the 13F portfolio, value $8,464,638.

    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 5,210 shares
    Change vs previous 13F -3,315 shares

    0.05% of the 13F portfolio, value $241,018.

    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 8,525 shares
    Change vs previous 13F +1,149 shares

    0.09% of the 13F portfolio, value $387,799.

    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 7,376 shares
    Change vs previous 13F -1,107 shares

    0.08% of the 13F portfolio, value $335,517.

    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 8,483 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $389,633.

    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).