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Disclosery

Cornerstone Planning Group LLC: TLH position timeline

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

Cornerstone Planning Group LLC held 34,856 TLH 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 34,856 shares
    Change vs previous 13F -3,568 shares

    0.43% of the 13F portfolio, value $3,397,766.

    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 38,424 shares
    Change vs previous 13F +1,523 shares

    0.51% of the 13F portfolio, value $3,823,108.

    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 36,901 shares
    Change vs previous 13F +2,390 shares

    0.59% of the 13F portfolio, value $3,756,913.

    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 34,511 shares
    Change vs previous 13F +33,888 shares

    0.57% of the 13F portfolio, value $3,588,803.

    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 623 shares
    Change vs previous 13F -46 shares

    0.01% of the 13F portfolio, value $63,449.

    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 669 shares
    Change vs previous 13F +645 shares

    0.02% of the 13F portfolio, value $67,172.

    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 24 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $2,416.

    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 24 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,482.

    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).