Cornerstone Planning Group LLC

SEC CIK: 0001822587
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

CODI holding history

Compass Diversified Holdings 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.

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

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2025

Holdings of CODI by Cornerstone Planning Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−629−100.0%	Sold out	Holders
Q3 2025	629	$4.00K	<0.1%	+410+187.2%	Added	Holders
Q2 2025	219	$1.53K	<0.1%	+219	New	Holders