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Manager record

Cornerstone Planning Group LLC

Fairfield, NJ · CIK 1822587 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$807.67MReported 13F valueQ3 2026 · as filed
176Holdings listed
+1.7%vs prior quartervalue change includes market moves
6Quarters on record
Oct 16Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $489.9M$489.9MQ2 20251,529 holdingsQ3 2025: $624.4M$624.4MQ3 20251,694 holdingsQ4 2025: $641.3M$641.3MQ4 20251,709 holdingsQ1 2026: $749.2M$749.2MQ1 20261,819 holdingsQ2 2026: $794.1M$794.1MQ2 20261,867 holdingsQ3 2026: $807.7M$807.7MQ3 2026176 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 16 2026 13F-HR · period Q3 2026

$807.67M · 176 holdings listed · View original SEC filing ↗
Jul 29 2026 13F-HR · period Q2 2026

$794.11M · 1,867 holdings listed · View original SEC filing ↗
May 06 2026 13F-HR · period Q1 2026

$749.24M · 1,819 holdings listed · View original SEC filing ↗
Feb 02 2026 13F-HR · period Q4 2025

$641.33M · 1,709 holdings listed · View original SEC filing ↗
Nov 04 2025 13F-HR · period Q3 2025

$624.40M · 1,694 holdings listed · View original SEC filing ↗
Aug 11 2025 13F-HR · period Q2 2025

$489.91M · 1,529 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 16, 2026 · Change methodology