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Cornerstone Planning Group LLC

SEC CIK
0001822587
Latest filing
Jul 29, 2026

USB holding history

US Bancorp DE 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.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q2 2026)
1,174
Value
$75.7K
% of portfolio
<0.1%
Quarters held
14
Since Q4 2022
Holdings of USB by Cornerstone Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,174$75.7K<0.1%−1−0.1%ReducedHolders
Q1 20261,175$65.3K<0.1%+193+19.7%AddedHolders
Q4 2025982$54.7K<0.1%+975+13,928.6%AddedHolders
Q3 20257$138<0.1%−391−98.2%ReducedHolders
Q2 2025398$17.7K<0.1%−378−48.7%ReducedHolders
Q1 2025776$30.7K<0.1%+420+118.0%AddedHolders
Q4 2024356$17.6K<0.1%+12+3.5%AddedHolders
Q3 2024344$16.6K<0.1%−36−9.5%ReducedHolders
Q2 2024380$15.5K<0.1%−44−10.4%ReducedHolders
Q1 2024424$17.5K<0.1%−113−21.0%ReducedHolders
Q4 2023537$23.2K<0.1%−27−4.8%ReducedHolders
Q3 2023564$18.6K<0.1%−507−47.3%ReducedHolders
Q2 20231,071$35.4K<0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20221,671$76.3K<0.1%–No prior filingHolders