Cornerstone Planning Group LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 5, 2024
Value $
$339M
Signature - Title
Alan Gilmore - CCO
Location
Fairfield, NJ
Summary
This page shows a list of all the recent 13F filings made by Cornerstone Planning Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cornerstone Planning Group LLC reported 1301 stock holdings with total value $339M as of Q3 2024. Top holdings included QQQ, VEA, SMLF, IMCG, and BIV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 1,301 $339M +$48.8M -$48M +$821K QQQ, VEA, SMLF, IMCG, BIV 13F-HR 11/5/2024, 02:19 PM
Q2 2024 1,259 $348M +$34.6M -$6.13M +$28.5M QQQ, VEA, SCHD, IJR, IMCG 13F-HR 8/13/2024, 10:07 AM
Q1 2024 1,106 $321M +$20.1M -$10.5M +$9.59M QQQ, VEA, SCHD, IJR, IMCG 13F-HR 5/7/2024, 02:26 PM
Q4 2023 965 $303M +$45.7M -$30.7M +$15.1M QQQ, VEA, SCHD, IJR, IMCG 13F-HR 2/12/2024, 12:27 PM
Q3 2023 1,212 $262M +$37.7M -$19.4M +$18.3M QQQ, VEA, SCHD, IJR, IMCG 13F-HR 11/8/2023, 11:41 AM
Q2 2023 1,569 $253M +$51.9M -$53M -$1.11M QQQ, VEA, SCHD, IJR, IMCG 13F-HR 8/15/2023, 11:55 AM
Q4 2022 1,561 $239M $0 $0 VEA, QQQ, SCHD, IJR, IMCG 13F-HR 2/14/2023, 03:25 PM