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Cornerstone Planning Group LLC

SEC CIK
0001822587
Latest filing
Jul 29, 2026

DLTR holding history

Dollar Tree, 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.

DLTR overviewAll 13F holders of DLTRFull Q2 2026 holdings

Shares (Q2 2026)
70
Value
$8.55K
% of portfolio
<0.1%
Quarters held
10
Since Q3 2023
Holdings of DLTR by Cornerstone Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202670$8.55K<0.1%+22+45.8%AddedHolders
Q1 202648$4.50K<0.1%+4+9.1%AddedHolders
Q4 202544$5.24K<0.1%−457−91.2%ReducedHolders
Q3 2025501$29.8K<0.1%+459+1,092.9%AddedHolders
Q2 202542$4.86K<0.1%+18+75.0%AddedHolders
Q1 202524$2.00K<0.1%+24NewHolders
Q4 20240$00.0%−3−100.0%Sold outHolders
Q3 20243$194<0.1%−10−76.9%ReducedHolders
Q2 202413$1.25K<0.1%+13NewHolders
Q1 20240$00.0%−1−100.0%Sold outHolders
Q4 20231$142<0.1%00.0%UnchangedHolders
Q3 20231$106<0.1%+1NewHolders