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Cornerstone Planning Group LLC

SEC CIK
0001822587
Latest filing
Jul 29, 2026

PCG holding history

PG&E 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.

PCG overviewAll 13F holders of PCGFull Q2 2026 holdings

Shares (Q2 2026)
421
Value
$7.63K
% of portfolio
<0.1%
Quarters held
12
Since Q3 2023
Holdings of PCG by Cornerstone Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026421$7.63K<0.1%−111−20.9%ReducedHolders
Q1 2026532$8.69K<0.1%+360+209.3%AddedHolders
Q4 2025172$2.57K<0.1%−2,200−92.7%ReducedHolders
Q3 20252,372––+2,301+3,240.8%AddedHolders
Q2 202571$1.08K<0.1%−79−52.7%ReducedHolders
Q1 2025150$2.63K<0.1%+102+212.5%AddedHolders
Q4 202448$782<0.1%−1−2.0%ReducedHolders
Q3 202449$986<0.1%+17+53.1%AddedHolders
Q2 202432$570<0.1%+18+128.6%AddedHolders
Q1 202414$246<0.1%00.0%UnchangedHolders
Q4 202314$252<0.1%00.0%UnchangedHolders
Q3 202314$226<0.1%+14NewHolders