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Cornerstone Planning Group LLC

SEC CIK
0001822587
Latest filing
Jul 29, 2026

NSA holding history

National Storage Affiliates Trust 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.

NSA overviewAll 13F holders of NSAFull Q2 2026 holdings

Shares (Q2 2026)
28
Value
$1.10K
% of portfolio
<0.1%
Quarters held
5
Since Q4 2022
Holdings of NSA by Cornerstone Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202628$1.10K<0.1%00.0%UnchangedHolders
Q1 202628$1.15K<0.1%+1+3.7%AddedHolders
Q4 202527$859<0.1%+27NewHolders
Q3 20230$00.0%−21−100.0%Sold outHolders
Q2 202321$731<0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 202214$530<0.1%–No prior filingHolders