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Disclosery

Cornerstone Planning Group LLC: QQQ position timeline

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

Cornerstone Planning Group LLC held 24,844 QQQ 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 24,844 shares
    Change vs previous 13F -477 shares

    2.21% of the 13F portfolio, value $17,523,738.

    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 25,321 shares
    Change vs previous 13F -2,118 shares

    2.3% of the 13F portfolio, value $17,258,674.

    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 27,439 shares
    Change vs previous 13F -4,943 shares

    2.71% of the 13F portfolio, value $17,375,032.

    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 32,382 shares
    Change vs previous 13F -2,195 shares

    3.25% of the 13F portfolio, value $20,272,865.

    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 34,577 shares
    Change vs previous 13F -99,350 shares

    3.95% of the 13F portfolio, value $19,372,185.

    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 133,927 shares
    Change vs previous 13F +10,323 shares

    14.56% of the 13F portfolio, value $60,877,901.

    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 123,604 shares
    Change vs previous 13F -10,493 shares

    15.61% of the 13F portfolio, value $63,558,345.

    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 134,097 shares
    Change vs previous 13F not available

    17.72% of the 13F portfolio, value $67,070,096.

    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).