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Cornerstone Planning Group LLC

SEC CIK
0001822587
Latest filing
Jul 29, 2026

DX holding history

Dynex Capital 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.

DX overviewAll 13F holders of DXFull Q2 2026 holdings

Shares (Q2 2026)
300
Value
$3.88K
% of portfolio
<0.1%
Quarters held
6
Since Q4 2024
Holdings of DX by Cornerstone Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026300$3.88K<0.1%+219+270.4%AddedHolders
Q1 202681$1.08K<0.1%+10+14.1%AddedHolders
Q4 202571$1.04K<0.1%+16+29.1%AddedHolders
Q3 202555$722<0.1%00.0%UnchangedHolders
Q2 202555$689<0.1%+55NewHolders
Q1 20250$00.0%−56−100.0%Sold outHolders
Q4 202456$716<0.1%+56NewHolders