Skip to content
Disclosery

Cornerstone Planning Group LLC: SEIX position timeline

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

Cornerstone Planning Group LLC held 10,001 SEIX 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 10,001 shares
    Change vs previous 13F +205 shares

    0.03% of the 13F portfolio, value $231,616.

    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 9,796 shares
    Change vs previous 13F -18,568 shares

    0.03% of the 13F portfolio, value $227,935.

    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 28,364 shares
    Change vs previous 13F +28,273 shares

    0.1% of the 13F portfolio, value $661,587.

    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 91 shares
    Change vs previous 13F -25,864 shares

    <0.01% of the 13F portfolio, value $17,346.

    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 25,955 shares
    Change vs previous 13F +284 shares

    0.13% of the 13F portfolio, value $612,807.

    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 25,671 shares
    Change vs previous 13F +438 shares

    0.14% of the 13F portfolio, value $596,583.

    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 25,233 shares
    Change vs previous 13F +203 shares

    0.15% of the 13F portfolio, value $604,844.

    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 25,030 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $598,716.

    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).