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Cornerstone Planning Group LLC

SEC CIK
0001822587
Latest filing
Jul 29, 2026

EXE holding history

Expand Energy Corp 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.

EXE overviewAll 13F holders of EXEFull Q2 2026 holdings

Shares (Q2 2026)
127
Value
$11.8K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of EXE by Cornerstone Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026127$11.8K<0.1%+6+5.0%AddedHolders
Q1 2026121$12.0K<0.1%+20+19.8%AddedHolders
Q4 2025101$11.1K<0.1%−116−53.5%ReducedHolders
Q3 2025217$21.8K<0.1%+201+1,256.3%AddedHolders
Q2 202516$1.62K<0.1%+3+23.1%AddedHolders
Q1 202513$1.36K<0.1%+8+160.0%AddedHolders
Q4 20245$507<0.1%+5NewHolders