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Disclosery

Cornerstone Planning, LLC: IBDS position timeline

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

Cornerstone Planning, LLC held 406,654 IBDS 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 406,654 shares
    Change vs previous 13F +8,376 shares

    2.28% of the 13F portfolio, value $9,849,158.

    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 398,278 shares
    Change vs previous 13F +39,692 shares

    2.18% of the 13F portfolio, value $9,672,986.

    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 358,586 shares
    Change vs previous 13F +247,033 shares

    2.02% of the 13F portfolio, value $8,714,898.

    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 111,553 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $2,672,810.

    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).