Cornerstone Planning Group LLC: SPYG position timeline

Cornerstone Planning Group LLC held 602 SPYG 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 602 shares

   Change vs previous 13F -194 shares

   0.01% of the 13F portfolio, value $70,889.

   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 796 shares

   Change vs previous 13F +60 shares

   0.01% of the 13F portfolio, value $90,508.

   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 736 shares

   Change vs previous 13F -521 shares

   0.01% of the 13F portfolio, value $80,058.

   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 1,257 shares

   Change vs previous 13F +1,257 shares

   0.01% of the 13F portfolio, value $70,176.

   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 ended2024-09-30

   13F 0 shares

   Change vs previous 13F not available

   13F-HR 0001822587-24-000005 filed by Cornerstone Planning Group LLC
   Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

   Exited: the 13F for this period no longer lists the position.