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Value $
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$262M
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Signature - Title
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Christopher Knight - Managing Member and CCO
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Location
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Charlotte, NC
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Summary
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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 $262M as of Q4 2024. Top holdings included BSCP, IBDQ, IBTF, SCHX, and NVDA.