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Disclosery

Cornerstone Planning, LLC: HSBC position timeline

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

Cornerstone Planning, LLC held 22,281 HSBC 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 22,281 shares
    Change vs previous 13F +196 shares

    0.49% of the 13F portfolio, value $2,118,698.

    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 22,085 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,823,171.

    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).