Cornerstone Planning Group LLC

SEC CIK: 0001822587
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

SYM holding history

Symbotic Inc. 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.

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

Shares (Q2 2026): 2
Value: $85
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of SYM by Cornerstone Planning Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2	$85	<0.1%	00.0%	Unchanged	Holders
Q1 2026	2	$117	<0.1%	00.0%	Unchanged	Holders
Q4 2025	2	$110	<0.1%	+2	New	Holders