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Cornerstone Planning Group LLC

SEC CIK
0001822587
Latest filing
Jul 29, 2026

DIS holding history

Walt Disney Co 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.

DIS overviewAll 13F holders of DISFull Q2 2026 holdings

Shares (Q2 2026)
1,778
Value
$170.4K
% of portfolio
<0.1%
Quarters held
14
Since Q4 2022
Holdings of DIS by Cornerstone Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,778$170.4K<0.1%−287−13.9%ReducedHolders
Q1 20262,065$207.4K<0.1%+359+21.0%AddedHolders
Q4 20251,706$186.9K<0.1%+1,576+1,212.3%AddedHolders
Q3 2025130$1.63K<0.1%−1,210−90.3%ReducedHolders
Q2 20251,340$158.6K<0.1%−285−17.5%ReducedHolders
Q1 20251,625$141.8K<0.1%+541+49.9%AddedHolders
Q4 20241,084$122.9K<0.1%+50+4.8%AddedHolders
Q3 20241,034$99.4K<0.1%+68+7.0%AddedHolders
Q2 2024966$84.7K<0.1%−1−0.1%ReducedHolders
Q1 2024967$109.8K<0.1%+73+8.2%AddedHolders
Q4 2023894$80.7K<0.1%+7+0.8%AddedHolders
Q3 2023887$71.9K<0.1%+78+9.6%AddedHolders
Q2 2023809$72.2K<0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 2022822$81.4K<0.1%–No prior filingHolders