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Disclosery

Cornerstone Planning Group LLC: REZ position timeline

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

Cornerstone Planning Group LLC held 208,847 REZ 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 208,847 shares
    Change vs previous 13F +7,881 shares

    2.56% of the 13F portfolio, value $20,364,663.

    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 200,966 shares
    Change vs previous 13F +26,185 shares

    2.41% of the 13F portfolio, value $18,056,744.

    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 174,781 shares
    Change vs previous 13F +2,473 shares

    2.25% of the 13F portfolio, value $14,419,401.

    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 172,308 shares
    Change vs previous 13F +4,551 shares

    2.26% of the 13F portfolio, value $14,117,186.

    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 167,757 shares
    Change vs previous 13F +16,337 shares

    2.83% of the 13F portfolio, value $13,856,716.

    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 151,420 shares
    Change vs previous 13F +10,058 shares

    2.99% of the 13F portfolio, value $12,495,202.

    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 141,362 shares
    Change vs previous 13F +5,411 shares

    2.88% of the 13F portfolio, value $11,735,838.

    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 135,951 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $11,829,132.

    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).