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Disclosery

Cornerstone Planning, LLC: IBDR position timeline

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

Cornerstone Planning, LLC held 288,419 IBDR 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 288,419 shares
    Change vs previous 13F +1,252 shares

    1.62% of the 13F portfolio, value $6,988,385.

    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 287,167 shares
    Change vs previous 13F -308,116 shares

    1.57% of the 13F portfolio, value $6,973,342.

    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 595,283 shares
    Change vs previous 13F +442,620 shares

    3.35% of the 13F portfolio, value $14,438,240.

    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 152,663 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $3,674,598.

    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).