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Disclosery

Cornerstone Planning Group LLC: MUB position timeline

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

Cornerstone Planning Group LLC held 27,125 MUB 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 27,125 shares
    Change vs previous 13F +1,235 shares

    0.36% of the 13F portfolio, value $2,871,991.

    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 25,890 shares
    Change vs previous 13F +5,035 shares

    0.37% of the 13F portfolio, value $2,764,210.

    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 20,855 shares
    Change vs previous 13F +158 shares

    0.35% of the 13F portfolio, value $2,248,427.

    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 20,697 shares
    Change vs previous 13F +19,679 shares

    0.36% of the 13F portfolio, value $2,222,061.

    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 1,018 shares
    Change vs previous 13F -2,470 shares

    0.02% of the 13F portfolio, value $106,009.

    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 3,488 shares
    Change vs previous 13F +1,318 shares

    0.09% of the 13F portfolio, value $360,938.

    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 2,170 shares
    Change vs previous 13F +524 shares

    0.06% of the 13F portfolio, value $231,848.

    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 1,646 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $176,062.

    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).