Cornerstone Planning Group LLC BTMD β€” BIOTE CORP CLASS A COM

Ownership history in Cornerstone Planning Group LLC  Β·  1 quarter on record

AI Ownership Summary

Cornerstone Planning Group LLC reported BIOTE CORP CLASS A COM (BTMD) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. The latest visible filing shows BTMD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BTMD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cornerstone Planning Group LLC's position in BIOTE CORP CLASS A COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BTMD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cornerstone Planning Group LLC held BTMD β€” position size vs. price
% of Fund (quarterly)    BTMD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 213 β€” β€” 0.00% $501 2026-07-29 $2.04

FAQ About Cornerstone Planning Group LLC and BTMD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cornerstone Planning Group LLC reported owning BTMD?

Cornerstone Planning Group LLC reported BTMD across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported BTMD position in Cornerstone Planning Group LLC's portfolio?

The largest reported portfolio weight for BTMD was 0.00% in 2026 Q2.

What is the latest reported BTMD position on this page?

The most recent filing on this page is 2026 Q2, when Cornerstone Planning Group LLC reported 213 shares, equal to 0.00% of portfolio, with an estimated market value of $501.

What does the chart on this BTMD ownership page compare?

The chart compares Cornerstone Planning Group LLC's quarterly BTMD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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