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Disclosery

Cornerstone Planning Group LLC: VTEB position timeline

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

Cornerstone Planning Group LLC held 5,235 VTEB 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 5,235 shares
    Change vs previous 13F -432 shares

    0.03% of the 13F portfolio, value $260,765.

    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 5,667 shares
    Change vs previous 13F +3,683 shares

    0.04% of the 13F portfolio, value $284,130.

    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 1,984 shares
    Change vs previous 13F -13,826 shares

    0.02% of the 13F portfolio, value $100,312.

    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 15,810 shares
    Change vs previous 13F +15,602 shares

    0.13% of the 13F portfolio, value $787,159.

    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 208 shares
    Change vs previous 13F -79 shares

    <0.01% of the 13F portfolio, value $10,154.

    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 287 shares
    Change vs previous 13F +83 shares

    <0.01% of the 13F portfolio, value $13,969.

    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 204 shares
    Change vs previous 13F -115 shares

    <0.01% of the 13F portfolio, value $10,233.

    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 319 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $16,040.

    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).