Skip to content
Disclosery

Cornerstone Planning Group LLC: SU position timeline

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

Cornerstone Planning Group LLC held 243 SU 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 243 shares
    Change vs previous 13F -50 shares

    <0.01% of the 13F portfolio, value $15,727.

    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 293 shares
    Change vs previous 13F +22 shares

    <0.01% of the 13F portfolio, value $20,408.

    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 271 shares
    Change vs previous 13F -4,654 shares

    <0.01% of the 13F portfolio, value $14,363.

    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 4,925 shares
    Change vs previous 13F +4,773 shares

    0.04% of the 13F portfolio, value $261,908.

    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 152 shares
    Change vs previous 13F +10 shares

    <0.01% of the 13F portfolio, value $5,966.

    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 142 shares
    Change vs previous 13F +64 shares

    <0.01% of the 13F portfolio, value $4,981.

    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 78 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $3,024.

    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 82 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,122.

    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).