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Cornerstone Planning Group LLC

SEC CIK
0001822587
Latest filing
Jul 29, 2026

CBOE holding history

Cboe Global Markets, 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.

CBOE overviewAll 13F holders of CBOEFull Q2 2026 holdings

Shares (Q2 2026)
170
Value
$47.9K
% of portfolio
<0.1%
Quarters held
8
Since Q1 2024
Holdings of CBOE by Cornerstone Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026170$47.9K<0.1%−13−7.1%ReducedHolders
Q1 2026183$62.8K<0.1%00.0%UnchangedHolders
Q4 2025183$48.5K<0.1%+17+10.2%AddedHolders
Q3 2025166$39.3K<0.1%+22+15.3%AddedHolders
Q2 2025144$35.9K<0.1%+2+1.4%AddedHolders
Q1 2025142$30.0K<0.1%+139+4,633.3%AddedHolders
Q4 20243$616<0.1%+3NewHolders
Q2 20240$00.0%−3−100.0%Sold outHolders
Q1 20243$540<0.1%+3NewHolders