Skip to content
Disclosery

Cornerstone Planning, LLC: D position timeline

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

Cornerstone Planning, LLC held 17,280 D shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,280 shares
    Change vs previous 13F +157 shares

    0.27% of the 13F portfolio, value $1,180,014.

    13F-HR 0002063364-26-000234 filed by Cornerstone Planning, 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 17,123 shares
    Change vs previous 13F +1,772 shares

    0.24% of the 13F portfolio, value $1,059,529.

    13F-HR 0002063364-26-000151 filed by Cornerstone Planning, 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 15,351 shares
    Change vs previous 13F +1,261 shares

    0.21% of the 13F portfolio, value $903,954.

    13F-HR 0002063364-26-000084 filed by Cornerstone Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 14,090 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $758,887.

    13F-HR 0001802105-25-000003 filed by Cornerstone Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).