Position in HTH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,124
+$86 QoQ
Shares Held
29
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#216
of 236 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HTH Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026Cornerstone Planning Group LLC holds $2,525 across 3 Financial Conglomerates names. HTH ranks #2 (44.5% of the industry book) .
All Filings in HTH
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,124 | 29 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,038 | 29 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $984 | 29 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $969 | 29 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $880 | 29 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||