Cornerstone Planning, LLCCoreConcentrated trader

CIK: 0001802105 | CHARLOTTE, NC

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	143	$487.3M	2026-10-27	SEC ↗
Q2 2026	13F-HR	136	$432.3M	2026-07-30	SEC ↗
Q1 2026	13F-HR	141	$443.0M	2026-05-11	SEC ↗
Q4 2025	13F-HR	131	$430.8M	2026-03-17	SEC ↗
Q4 2024	13F-HR	112	$261.8M	2025-04-01	SEC ↗