Position in APP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$60,281
+$14,909 QoQ
Shares Held
117
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,248
of 1,455 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APP Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026Cornerstone Planning Group LLC holds $71,299 across 5 Advertising Agencies names. APP ranks #1 (84.5% of the industry book) .
All Filings in APP
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,281 | 117 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $45,372 | 114 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $75,467 | 112 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $77,602 | 108 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $32,557 | 93 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $34,976 | 132 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $8,095 | 25 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,827 | 14 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $416 | 5 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||