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Cornerstone Planning Group LLC

SEC CIK
0001822587
Latest filing
Jul 29, 2026

MKTX holding history

Marketaxess Holdings 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.

MKTX overviewAll 13F holders of MKTXFull Q2 2026 holdings

Shares (Q2 2026)
2
Value
$228
% of portfolio
<0.1%
Quarters held
7
Since Q4 2022
Holdings of MKTX by Cornerstone Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262$228<0.1%−1−33.3%ReducedHolders
Q1 20263$304<0.1%00.0%UnchangedHolders
Q4 20253$506<0.1%−2−40.0%ReducedHolders
Q3 20255$800<0.1%+5NewHolders
Q2 20240$00.0%−7−100.0%Sold outHolders
Q1 20247$1.43K<0.1%+7NewHolders
Q3 20230$00.0%−3−100.0%Sold outHolders
Q2 20233$784<0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20223$982<0.1%–No prior filingHolders