Skip to content
Disclosery

Cornerstone Planning, LLC: DIS position timeline

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

Cornerstone Planning, LLC held 27,047 DIS 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 27,047 shares
    Change vs previous 13F +544 shares

    0.6% of the 13F portfolio, value $2,605,756.

    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 26,503 shares
    Change vs previous 13F +242 shares

    0.58% of the 13F portfolio, value $2,557,044.

    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 26,261 shares
    Change vs previous 13F +10,162 shares

    0.7% of the 13F portfolio, value $3,000,463.

    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 16,099 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,792,624.

    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).