Cornerstone Planning Group LLC
- SEC CIK
- 0001822587
- Latest filing
- Jul 29, 2026
SUN holding history
Sunoco LP 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.
SUN overviewAll 13F holders of SUNFull Q2 2026 holdings
- Shares (Q2 2026)
- 4,816
- Value
- $365.8K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 4,816 | $365.8K | <0.1% | −51−1.0% | Reduced | Holders |
| Q1 2026 | 4,867 | $339.2K | <0.1% | −90−1.8% | Reduced | Holders |
| Q4 2025 | 4,957 | $289.7K | <0.1% | +4,899+8,446.6% | Added | Holders |
| Q3 2025 | 58 | $2.92K | <0.1% | −851−93.6% | Reduced | Holders |
| Q2 2025 | 909 | $48.6K | <0.1% | +909 | New | Holders |