Cornerstone Planning Group LLC

Position in TRI — Thomson Reuters Corp /Can/

CIK 1822587 FAIRFIELD, NJ

Position in TRI

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

Position Value

$98,575

-$8,321 QoQ

Shares Held

1,207

+1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#319

of 412 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $307,178 across 16 Specialty Business Services names. TRI ranks #1 (32.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRI	Thomson Reuters Corp /Can/ This page	1,207	$98,575
2	FA	First Advantage Corp	4,566	$82,416
3	RELX	Relx PLC	893	$28,281
4	CTAS	Cintas Corp	110	$18,708
5	CPRT	Copart Inc	641	$18,069
6	RBA	Rb Global Inc.	139	$16,186
7	AZZ	Azz Inc	104	$16,125
8	ABM	Abm Industries Inc /De/	214	$9,467

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$98,575	1,207	+1.6%	Shares	Sole	2026-07-29
2026-03-31	$106,896	1,188	0.0%	Shares	Sole	2026-05-06
2025-12-31	$156,685	1,188	+42.4%	Shares	Sole	2026-02-02
2025-09-30	$129,545	834	-32.6%	Shares	Sole	2025-11-04
2025-06-30	$248,998	1,238	-16.2%	Shares	Sole	2025-08-11
2025-03-31	$255,196	1,477	-33.7%	Shares	Sole	2025-04-30
2024-12-31	$357,487	2,229	-0.2%	Shares	Sole	2025-01-29
2024-09-30	$380,949	2,233	-1.7%	Shares	Sole	2024-11-05
2024-06-30	$382,991	2,272	-0.0%	Shares	Sole	2024-08-13
2024-03-31	$354,201	2,273	-2.6%	Shares	Sole	2024-05-07
2023-12-31	$341,277	2,334	-0.3%	Shares	Sole	2024-02-12
2023-09-30	$286,473	2,342	-2.7%	Shares	Sole	2023-11-08
2023-06-30	$324,935	2,408	+39.6%	Shares	Sole	2023-08-15
2022-12-31	$196,770	1,725	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.