13F Filings History of Cornerstone Planning, LLC

Latest 13F report
Q4 2024 - 01 Apr 2025
Value $
$261,760,968
Signature - Title
Christopher Knight - Managing Member and CCO
Location
Charlotte, NC
Summary
This page shows a list of all the recent 13F filings made by Cornerstone Planning, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cornerstone Planning, LLC reported 112 stock holdings with total value $261,760,968 as of Q4 2024. Top holdings included BSCP, IBDQ, IBTF, SCHX, and NVDA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2024 112 $261,760,968 $0 $0 $0 BSCP, IBDQ, IBTF, SCHX, NVDA 13F-HR 01 Apr 2025, 12:51