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Disclosery

Cornerstone Planning Group LLC: MBB position timeline

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

Cornerstone Planning Group LLC held 44,293 MBB 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 44,293 shares
    Change vs previous 13F +5,567 shares

    0.52% of the 13F portfolio, value $4,125,913.

    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 38,726 shares
    Change vs previous 13F +8,860 shares

    0.49% of the 13F portfolio, value $3,652,187.

    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 29,866 shares
    Change vs previous 13F +3,389 shares

    0.45% of the 13F portfolio, value $2,857,877.

    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 26,477 shares
    Change vs previous 13F +25,741 shares

    0.4% of the 13F portfolio, value $2,528,513.

    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 736 shares
    Change vs previous 13F -244 shares

    0.01% of the 13F portfolio, value $69,037.

    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 980 shares
    Change vs previous 13F +20 shares

    0.02% of the 13F portfolio, value $90,526.

    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 960 shares
    Change vs previous 13F -118 shares

    0.02% of the 13F portfolio, value $88,449.

    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 1,078 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $100,317.

    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).