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Disclosery

Cornerstone Planning Group LLC: USTB position timeline

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

Cornerstone Planning Group LLC held 302,568 USTB 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 302,568 shares
    Change vs previous 13F +9,730 shares

    1.92% of the 13F portfolio, value $15,250,922.

    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 292,838 shares
    Change vs previous 13F +46,742 shares

    1.98% of the 13F portfolio, value $14,843,959.

    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 246,096 shares
    Change vs previous 13F +245,676 shares

    1.95% of the 13F portfolio, value $12,531,225.

    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 420 shares
    Change vs previous 13F -245,575 shares

    <0.01% of the 13F portfolio, value $25,360.

    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 245,995 shares
    Change vs previous 13F +9,897 shares

    2.56% of the 13F portfolio, value $12,518,703.

    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 236,098 shares
    Change vs previous 13F -3,655 shares

    2.85% of the 13F portfolio, value $11,894,603.

    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 239,753 shares
    Change vs previous 13F -30,812 shares

    2.97% of the 13F portfolio, value $12,085,946.

    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 270,565 shares
    Change vs previous 13F not available

    3.61% of the 13F portfolio, value $13,644,579.

    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).