Skip to main content

Cornerstone Planning Group LLC

SEC CIK
0001822587
Latest filing
Jul 29, 2026

WINA holding history

Winmark 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.

WINA overviewAll 13F holders of WINAFull Q2 2026 holdings

Shares (Q2 2026)
20
Value
$7.06K
% of portfolio
<0.1%
Quarters held
5
Since Q1 2025
Holdings of WINA by Cornerstone Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620$7.06K<0.1%−1−4.8%ReducedHolders
Q1 202621$7.45K<0.1%+1+5.0%AddedHolders
Q4 202520$9.20K<0.1%−53−72.6%ReducedHolders
Q3 202573$3.35K<0.1%+73NewHolders
Q2 20250$00.0%−8−100.0%Sold outHolders
Q1 20258$2.87K<0.1%+8NewHolders