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Cornerstone Planning Group LLC

SEC CIK
0001822587
Latest filing
Jul 29, 2026

TRI holding history

Thomson Reuters 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.

TRI overviewAll 13F holders of TRIFull Q2 2026 holdings

Shares (Q2 2026)
1,207
Value
$105.4K
% of portfolio
<0.1%
Quarters held
14
Since Q4 2022
Holdings of TRI by Cornerstone Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,207$105.4K<0.1%+19+1.6%AddedHolders
Q1 20261,188$113.4K<0.1%00.0%UnchangedHolders
Q4 20251,188$139.3K<0.1%+354+42.4%AddedHolders
Q3 2025834$118.6K<0.1%−404−32.6%ReducedHolders
Q2 20251,238$247.4K0.1%−239−16.2%ReducedHolders
Q1 20251,477$268.8K0.1%−752−33.7%ReducedHolders
Q4 20242,229$366.9K0.1%−4−0.2%ReducedHolders
Q3 20242,233$371.9K0.1%−39−1.7%ReducedHolders
Q2 20242,272$351.6K0.1%−10.0%ReducedHolders
Q1 20242,273$374.5K0.1%−61−2.6%ReducedHolders
Q4 20232,334$341.3K0.1%−8−0.3%ReducedHolders
Q3 20232,342$286.5K0.1%−66−2.7%ReducedHolders
Q2 20232,408$324.9K0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20221,725$201.9K0.1%–No prior filingHolders