Cornerstone Planning Group LLC

SEC CIK: 0001822587
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

MZTI holding history

Marzetti Co 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.

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

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2022

Holdings of MZTI by Cornerstone Planning Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−7−100.0%	Sold out	Holders
Q2 2023	7	$1.41K	<0.1%	–	No prior filing	Holders
Q1 2023	–	–	–	–	Not filed	Holders
Q4 2022	7	$1.34K	<0.1%	–	No prior filing	Holders