Cornerstone Planning Group LLC
Holdings in IFS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,948 | 46 | Shares | Sole | 2026-02-02 |
| 2025-09-30 | $1,855 | 46 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $1,753 | 46 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $1,523 | 46 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $1,349 | 46 | Shares | Sole | 2025-01-29 |
| 2024-09-30 | $1,201 | 46 | Shares | Sole | 2024-11-05 |
| 2024-06-30 | $1,030 | 46 | Shares | Sole | 2024-08-13 |