Cornerstone Planning Group LLC

Position in RKT — Rocket Companies, Inc.

CIK 1822587 FAIRFIELD, NJ

Position in RKT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,803

+$267 QoQ

Shares Held

178

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#721

of 791 holders

Holding Since

Dec 2022

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $4,452 across 3 Mortgage Finance names. RKT ranks #1 (63.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc. This page	178	$2,803
2	ONIT	Onity Group Inc.	25	$993
3	WD	Walker & Dunlop, Inc.	12	$656

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,803	178	0.0%	Shares	Sole	2026-07-29
2026-03-31	$2,536	178	+71.2%	Shares	Sole	2026-05-06
2025-12-31	$2,013	104	+845.5%	Shares	Sole	2026-02-02
2025-09-30	$213	11	-99.5%	Shares	Sole	2025-11-04
2022-12-31	$14,441	2,063	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.