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Disclosery

Cornerstone Planning Group LLC: IWF position timeline

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

Cornerstone Planning Group LLC held 18,883 IWF 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 18,883 shares
    Change vs previous 13F -1,027 shares

    0.29% of the 13F portfolio, value $2,283,285.

    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 19,910 shares
    Change vs previous 13F +3,087 shares

    0.32% of the 13F portfolio, value $2,397,338.

    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 16,823 shares
    Change vs previous 13F +138 shares

    1.24% of the 13F portfolio, value $7,961,925.

    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 16,685 shares
    Change vs previous 13F +374 shares

    1.29% of the 13F portfolio, value $8,079,034.

    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 16,311 shares
    Change vs previous 13F +768 shares

    1.45% of the 13F portfolio, value $7,126,706.

    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 15,543 shares
    Change vs previous 13F +38 shares

    1.3% of the 13F portfolio, value $5,432,484.

    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 15,505 shares
    Change vs previous 13F -128 shares

    1.54% of the 13F portfolio, value $6,258,529.

    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 15,633 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $6,047,711.

    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).