Position in ACVA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$510
+$472 QoQ
Shares Held
71
+688.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#249
of 256 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ACVA Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Cornerstone Planning Group LLC holds $22,560 across 7 Auto & Truck Dealerships names. ACVA ranks #4 (2.3% of the industry book) .
All Filings in ACVA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $510 | 71 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $38 | 9 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $72 | 9 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,407 | 142 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $145 | 9 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $126 | 9 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $194 | 9 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $182 | 9 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $164 | 9 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $168 | 9 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $136 | 9 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $136 | 9 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||