Position in WD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$656
+$124 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#249
of 267 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WD Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Cornerstone Planning Group LLC holds $4,452 across 3 Mortgage Finance names. WD ranks #3 (14.7% of the industry book) .
All Filings in WD
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $656 | 12 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $532 | 12 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||