Skip to main content

Cornerstone Planning Group LLC

SEC CIK
0001822587
Latest filing
Jul 29, 2026

AFRM holding history

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

AFRM overviewAll 13F holders of AFRMFull Q2 2026 holdings

Shares (Q2 2026)
61
Value
$4.51K
% of portfolio
<0.1%
Quarters held
12
Since Q4 2022
Holdings of AFRM by Cornerstone Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202661$4.51K<0.1%+2+3.4%AddedHolders
Q1 202659$3.94K<0.1%+30+103.4%AddedHolders
Q4 202529$1.90K<0.1%−192−86.9%ReducedHolders
Q3 2025221$23.6K<0.1%+197+820.8%AddedHolders
Q2 202524$1.80K<0.1%+7+41.2%AddedHolders
Q1 202517$796<0.1%+4+30.8%AddedHolders
Q4 202413$717<0.1%00.0%UnchangedHolders
Q3 202413$557<0.1%+13NewHolders
Q1 20240$00.0%−200−100.0%Sold outHolders
Q4 2023200$9.83K<0.1%00.0%UnchangedHolders
Q3 2023200$4.25K<0.1%00.0%UnchangedHolders
Q2 2023200$3.07K<0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 2022100$1.23K<0.1%–No prior filingHolders