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Cornerstone Planning, LLC

SEC CIK
0001802105
Latest filing
Jul 29, 2026

CL holding history

Colgate Palmolive Co in every 13F filed by Cornerstone Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CL overviewAll 13F holders of CLFull Q2 2026 holdings

Shares (Q2 2026)
18,415
Value
$1.69M
% of portfolio
0.4%
Quarters held
4
Since Q4 2024
Holdings of CL by Cornerstone Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,415$1.69M0.4%+188+1.0%AddedHolders
Q1 202618,227$1.55M0.4%+69+0.4%AddedHolders
Q4 202518,158$1.44M0.3%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 20245,564$505.8K0.2%–No prior filingHolders