Cornerstone Planning Group LLC: QQQM position timeline

Cornerstone Planning Group LLC held 296,733 QQQM 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 296,733 shares

   Change vs previous 13F +6,529 shares

   10.85% of the 13F portfolio, value $86,177,103.

   13F-HR 0001822587-26-000003 filed by Cornerstone Planning Group LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 290,204 shares

   Change vs previous 13F +30,808 shares

   10.87% of the 13F portfolio, value $81,436,849.

   13F-HR 0001822587-26-000002 filed by Cornerstone Planning Group LLC
   Filed 2026-05-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 259,396 shares

   Change vs previous 13F +285 shares

   10.55% of the 13F portfolio, value $67,640,023.

   13F-HR 0001822587-26-000001 filed by Cornerstone Planning Group LLC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 259,111 shares

   Change vs previous 13F +5,687 shares

   10.69% of the 13F portfolio, value $66,778,101.

   13F-HR 0001822587-25-000005 filed by Cornerstone Planning Group LLC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 253,424 shares

   Change vs previous 13F not available

   11.93% of the 13F portfolio, value $58,439,646.

   13F-HR 0001822587-25-000004 filed by Cornerstone Planning Group LLC
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).