Skip to main content

Cornerstone Planning Group LLC

SEC CIK
0001822587
Latest filing
Jul 29, 2026

MA holding history

Mastercard 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.

MA overviewAll 13F holders of MAFull Q2 2026 holdings

Shares (Q2 2026)
436
Value
$231.9K
% of portfolio
<0.1%
Quarters held
14
Since Q4 2022
Holdings of MA by Cornerstone Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026436$231.9K<0.1%−11−2.5%ReducedHolders
Q1 2026447$222.0K<0.1%+20+4.7%AddedHolders
Q4 2025427$222.8K<0.1%−42−9.0%ReducedHolders
Q3 2025469$259.8K<0.1%+141+43.0%AddedHolders
Q2 2025328$185.7K<0.1%+17+5.5%AddedHolders
Q1 2025311$164.8K<0.1%+171+122.1%AddedHolders
Q4 2024140$76.7K<0.1%+10+7.7%AddedHolders
Q3 2024130$65.8K<0.1%+25+23.8%AddedHolders
Q2 2024105$46.4K<0.1%−38−26.6%ReducedHolders
Q1 2024143$63.4K<0.1%+3+2.1%AddedHolders
Q4 2023140$59.7K<0.1%−10−6.7%ReducedHolders
Q3 2023150$59.4K<0.1%−23−13.3%ReducedHolders
Q2 2023173$68.0K<0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 2022234$86.1K<0.1%–No prior filingHolders