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Disclosery

Cornerstone Planning Group LLC: SMLF position timeline

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

Cornerstone Planning Group LLC held 481,038 SMLF 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 481,038 shares
    Change vs previous 13F +9,891 shares

    5.24% of the 13F portfolio, value $41,619,407.

    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 471,147 shares
    Change vs previous 13F +37,561 shares

    5.24% of the 13F portfolio, value $39,251,174.

    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 433,586 shares
    Change vs previous 13F -9,589 shares

    5.33% of the 13F portfolio, value $34,192,584.

    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 443,175 shares
    Change vs previous 13F +7,628 shares

    5.25% of the 13F portfolio, value $32,755,067.

    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 435,547 shares
    Change vs previous 13F +35,724 shares

    6.17% of the 13F portfolio, value $30,209,522.

    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 399,823 shares
    Change vs previous 13F +28,347 shares

    5.66% of the 13F portfolio, value $23,677,537.

    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 371,476 shares
    Change vs previous 13F +9,250 shares

    6.41% of the 13F portfolio, value $26,088,762.

    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 362,226 shares
    Change vs previous 13F not available

    6.39% of the 13F portfolio, value $24,193,104.

    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).