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Disclosery

Cornerstone Planning Group LLC: VEA position timeline

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

Cornerstone Planning Group LLC held 211,676 VEA 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 211,676 shares
    Change vs previous 13F -7,080 shares

    1.88% of the 13F portfolio, value $14,921,038.

    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 218,756 shares
    Change vs previous 13F -13,717 shares

    2.01% of the 13F portfolio, value $15,089,768.

    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 232,473 shares
    Change vs previous 13F +232,028 shares

    2.42% of the 13F portfolio, value $15,510,571.

    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 445 shares
    Change vs previous 13F -296,670 shares

    0.01% of the 13F portfolio, value $35,903.

    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 297,115 shares
    Change vs previous 13F -831,712 shares

    3.45% of the 13F portfolio, value $16,905,836.

    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 1,128,827 shares
    Change vs previous 13F +63,779 shares

    13.95% of the 13F portfolio, value $58,303,931.

    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 1,065,048 shares
    Change vs previous 13F +51,804 shares

    13.06% of the 13F portfolio, value $53,177,864.

    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 1,013,244 shares
    Change vs previous 13F not available

    13.58% of the 13F portfolio, value $51,381,607.

    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).