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Disclosery

Cornerstone Planning Group LLC: USXF position timeline

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

Cornerstone Planning Group LLC held 7,249 USXF 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 7,249 shares
    Change vs previous 13F +295 shares

    0.06% of the 13F portfolio, value $487,455.

    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 6,954 shares
    Change vs previous 13F +6,490 shares

    0.06% of the 13F portfolio, value $442,459.

    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 464 shares
    Change vs previous 13F +85 shares

    <0.01% of the 13F portfolio, value $27,600.

    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 379 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $22,295.

    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 378 shares
    Change vs previous 13F -386 shares

    <0.01% of the 13F portfolio, value $20,881.

    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 764 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $34,273.

    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).