Cornerstone Planning Group LLC

SEC CIK: 0001822587
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

EPR holding history

Epr Properties 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.

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

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2024

Holdings of EPR by Cornerstone Planning Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−13−100.0%	Sold out	Holders
Q4 2025	13	$672	<0.1%	−2−13.3%	Reduced	Holders
Q3 2025	15	$735	<0.1%	+15	New	Holders
Q4 2024	0	$0	0.0%	−7−100.0%	Sold out	Holders
Q3 2024	7	$328	<0.1%	+7	New	Holders