Cornerstone Planning Group LLC
Holdings in SWKH
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $705 | 41 | Shares | Sole | 2026-02-02 |
| 2025-03-31 | $688 | 50 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $628 | 50 | Shares | Sole | 2025-01-29 |
| 2024-09-30 | $4,206 | 307 | Shares | Sole | 2024-11-05 |
| 2024-06-30 | $3,459 | 257 | Shares | Sole | 2024-08-13 |