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Disclosery

Cornerstone Planning Group LLC: SCHF position timeline

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

Cornerstone Planning Group LLC held 17,034 SCHF 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 17,034 shares
    Change vs previous 13F +102 shares

    0.06% of the 13F portfolio, value $465,878.

    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 16,932 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $451,229.

    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 16,932 shares
    Change vs previous 13F +16,803 shares

    0.07% of the 13F portfolio, value $434,635.

    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 129 shares
    Change vs previous 13F -19,195 shares

    <0.01% of the 13F portfolio, value $4,214.

    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 19,324 shares
    Change vs previous 13F +125 shares

    0.09% of the 13F portfolio, value $425,903.

    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 19,199 shares
    Change vs previous 13F -453 shares

    0.09% of the 13F portfolio, value $385,516.

    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 19,652 shares
    Change vs previous 13F +428 shares

    0.09% of the 13F portfolio, value $380,462.

    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 19,224 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $380,254.

    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).