Position in FSV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$18,474
+$3,886 QoQ
Shares Held
130
+23.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#239
of 276 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FSV Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Cornerstone Planning Group LLC holds $55,653 across 7 Real Estate Services names. FSV ranks #2 (33.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
196 | $26,399 | |
| 2 | FSV |
FirstService Corp
This page
|
130 | $18,474 | |
| 3 | CSGP |
Costar Group, Inc.
|
232 | $6,570 | |
| 4 | JLL |
Jones Lang Lasalle Inc
|
8 | $2,479 | |
| 5 | CWK |
Cushman & Wakefield Ltd.
|
65 | $870 | |
| 6 | STHO |
Star Holdings
|
58 | $529 | |
| 7 | NMRK |
Newmark Group, Inc.
|
22 | $332 |
All Filings in FSV
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,474 | 130 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $14,588 | 105 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $16,952 | 109 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $23,811 | 125 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,238 | 30 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,467 | 45 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,439 | 19 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,466 | 19 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,895 | 19 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $829 | 5 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||