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Cornerstone Planning Group LLC

SEC CIK
0001822587
Latest filing
Jul 29, 2026

RLI holding history

Rli 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.

RLI overviewAll 13F holders of RLIFull Q2 2026 holdings

Shares (Q2 2026)
38
Value
$2.25K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of RLI by Cornerstone Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202638$2.25K<0.1%+16+72.7%AddedHolders
Q1 202622$1.05K<0.1%−2−8.3%ReducedHolders
Q4 202524$1.37K<0.1%−217−90.0%ReducedHolders
Q3 2025241$33.3K<0.1%+233+2,912.5%AddedHolders
Q2 20258$537<0.1%+5+166.7%AddedHolders
Q1 20253$234<0.1%+3NewHolders