Skip to content
Disclosery

Cornerstone Planning Group LLC: NVT position timeline

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

Cornerstone Planning Group LLC held 386 NVT 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 386 shares
    Change vs previous 13F -161 shares

    0.01% of the 13F portfolio, value $61,172.

    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 547 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $92,584.

    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 546 shares
    Change vs previous 13F -29,903 shares

    0.01% of the 13F portfolio, value $62,356.

    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 30,449 shares
    Change vs previous 13F +30,383 shares

    0.99% of the 13F portfolio, value $6,177,891.

    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 66 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $5,935.

    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 66 shares
    Change vs previous 13F +61 shares

    <0.01% of the 13F portfolio, value $3,449.

    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 5 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $316.

    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).