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Cornerstone Planning Group LLC

Position in VEL — Velocity Financial, Inc.

CIK 1822587 FAIRFIELD, NJ

Position in VEL

as of Mar 31, 2026 · filed May 6, 2026
Position Value
$1,917
+$298 QoQ
Shares Held
106
+35.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in VEL Over Time

Shares Held

Position Value (USD)

Position in Mortgage Finance

Financial Services · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $4,452 across 3 Mortgage Finance names.

# Ticker Company Shares Value (USD) Open

All Filings in VEL

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,917 106
2025-12-31 $1,619 78
2025-09-30 $616 34
2025-06-30 $778 42