Position in CRAI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,707
-$397 QoQ
Shares Held
12
-7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#204
of 212 holders
Holding Since
Dec 2022
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRAI Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Jun 30, 2026Cornerstone Planning Group LLC holds $45,029 across 4 Consulting Services names. CRAI ranks #4 (3.8% of the industry book) .
All Filings in CRAI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,707 | 12 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,104 | 13 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $15,253 | 76 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $19,393 | 93 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,248 | 12 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,715 | 33 | Shares | Sole | 2025-04-30 | |
| 2023-06-30 | $5,406 | 53 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $6,488 | 53 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||