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Disclosery

Cornerstone Planning, LLC: IBTH position timeline

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

Cornerstone Planning, LLC held 140,835 IBTH 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 140,835 shares
    Change vs previous 13F +2,641 shares

    0.73% of the 13F portfolio, value $3,150,477.

    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 138,194 shares
    Change vs previous 13F +9,476 shares

    0.7% of the 13F portfolio, value $3,105,919.

    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 ended2024-12-31
    13F 128,718 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,857,115.

    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).