Cornerstone Planning, LLC

SEC CIK: 0001802105
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

VST holding history

Vistra Corp. 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.

VST overview All 13F holders of VST Full Q2 2026 holdings

Shares (Q2 2026): 5,755
Value: $912.9K
% of portfolio: 0.2%
Quarters held: 3; Since Q4 2025

Holdings of VST by Cornerstone Planning, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	5,755	$912.9K	0.2%	+98+1.7%	Added	Holders
Q1 2026	5,657	$851.4K	0.2%	+1,496+36.0%	Added	Holders
Q4 2025	4,161	$658.6K	0.2%	–	No prior filing	Holders