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Cornerstone Planning Group LLC

SEC CIK
0001822587
Latest filing
Jul 29, 2026

BEN holding history

Franklin Templeton 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.

BEN overviewAll 13F holders of BENFull Q2 2026 holdings

Shares (Q2 2026)
75
Value
$2.43K
% of portfolio
<0.1%
Quarters held
7
Since Q2 2024
Holdings of BEN by Cornerstone Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202675$2.43K<0.1%+11+17.2%AddedHolders
Q1 202664$1.95K<0.1%+10+18.5%AddedHolders
Q4 202554$1.40K<0.1%−55−50.5%ReducedHolders
Q3 2025109$2.48K<0.1%+42+62.7%AddedHolders
Q2 202567$1.69K<0.1%+23+52.3%AddedHolders
Q1 202544$809<0.1%+44NewHolders
Q3 20240$00.0%−83−100.0%Sold outHolders
Q2 202483$1.78K<0.1%+83NewHolders