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Disclosery

Cornerstone Planning Group LLC: VT position timeline

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

Cornerstone Planning Group LLC held 490 VT 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 490 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $76,467.

    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 489 shares
    Change vs previous 13F -81 shares

    0.01% of the 13F portfolio, value $74,287.

    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 570 shares
    Change vs previous 13F +466 shares

    0.01% of the 13F portfolio, value $83,704.

    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 104 shares
    Change vs previous 13F -502 shares

    <0.01% of the 13F portfolio, value $19,283.

    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 606 shares
    Change vs previous 13F -38 shares

    0.02% of the 13F portfolio, value $78,714.

    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 644 shares
    Change vs previous 13F -147 shares

    0.02% of the 13F portfolio, value $73,005.

    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 791 shares
    Change vs previous 13F -1 shares

    0.02% of the 13F portfolio, value $95,314.

    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 792 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $94,499.

    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).