• 13F History

Cornerstone Planning Group LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 29, 2025
Value $
$407M
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 1400 stock holdings with total value $407M as of Q4 2024. Top holdings included QQQ, VEA, BIV, FNDX, and SMLF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 1,400 $407M +$33.4M -$10.9M +$22.5M QQQ, VEA, BIV, FNDX, SMLF 13F-HR 1/29/2025, 08:17 AM
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 -$6.11M +$28.5M QQQ, VEA, SCHD, IJR, IMCG 13F-HR 8/13/2024, 10:07 AM
Q1 2024 1,025 $321M +$20.1M -$10.5M +$9.58M QQQ, VEA, SCHD, IJR, IMCG 13F-HR 5/7/2024, 02:26 PM
Q4 2023 962 $303M +$45.7M -$30.7M +$15.1M QQQ, VEA, SCHD, IJR, IMCG 13F-HR 2/12/2024, 12:27 PM
Q3 2023 1,856 $262M +$37.7M -$19.5M +$18.2M QQQ, VEA, SCHD, IJR, IMCG 13F-HR 11/8/2023, 11:41 AM
Q2 2023 1,792 $253M +$52M -$53M -$1.04M QQQ, VEA, SCHD, IJR, IMCG 13F-HR 8/15/2023, 12:55 PM
Q4 2022 1,495 $239M VEA, QQQ, SCHD, IJR, IMCG 13F-HR 2/14/2023, 02:25 PM