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Disclosery

Cornerstone Planning Group LLC: PEY position timeline

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

Cornerstone Planning Group LLC held 3,745 PEY 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 3,745 shares
    Change vs previous 13F +27 shares

    0.01% of the 13F portfolio, value $91,272.

    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 3,718 shares
    Change vs previous 13F -3,244 shares

    0.01% of the 13F portfolio, value $82,313.

    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 6,962 shares
    Change vs previous 13F -2,662 shares

    0.02% of the 13F portfolio, value $147,178.

    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 9,624 shares
    Change vs previous 13F +110 shares

    0.03% of the 13F portfolio, value $198,350.

    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 9,514 shares
    Change vs previous 13F -674 shares

    0.04% of the 13F portfolio, value $197,222.

    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 10,188 shares
    Change vs previous 13F +65 shares

    0.05% of the 13F portfolio, value $200,507.

    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 10,123 shares
    Change vs previous 13F -1,189 shares

    0.05% of the 13F portfolio, value $223,512.

    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 11,312 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $244,458.

    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).