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Disclosery

Cornerstone Planning, LLC: IBDT position timeline

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

Cornerstone Planning, LLC held 512,899 IBDT 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 512,899 shares
    Change vs previous 13F +13,290 shares

    3% of the 13F portfolio, value $12,950,679.

    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 499,609 shares
    Change vs previous 13F +160,371 shares

    2.86% of the 13F portfolio, value $12,676,783.

    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 339,238 shares
    Change vs previous 13F +273,968 shares

    2.01% of the 13F portfolio, value $8,643,553.

    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 65,270 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,625,223.

    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).