Position in EG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$25,363
+$2,484 QoQ
Shares Held
71
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#574
of 687 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Reinsurance
Financial Services · as of Jun 30, 2026Cornerstone Planning Group LLC holds $54,579 across 4 Insurance - Reinsurance names. EG ranks #1 (46.5% of the industry book) .
All Filings in EG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,363 | 71 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $22,879 | 70 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $21,039 | 62 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $22,764 | 65 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $21,410 | 63 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $21,799 | 60 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $762 | 2 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,192 | 3 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||