Cornerstone Planning Group LLC CMDB COSTAMARE BULKERS HLDGS LTD COM SHS

Ownership history in Cornerstone Planning Group LLC  ·  5 quarters on record

AI Ownership Summary

Cornerstone Planning Group LLC reported COSTAMARE BULKERS HLDGS LTD COM SHS (CMDB) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. The latest visible filing shows CMDB 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 CMDB 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 COSTAMARE BULKERS HLDGS LTD COM SHS, 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

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

High-water mark
Peak Conviction
0.0% in 2025 Q4

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

Time in book
Holding Window
2025 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 CMDB — position size vs. price
% of Fund (quarterly)    CMDB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 37 0% 0.00% $697 2026-07-29 $18.36
2026 Q1 UNCHANGED 37 0% 0.00% $678 2026-05-06 $18.61
2025 Q4 UNCHANGED 37 0% 0.00% $601 2026-02-02 $16.76
2025 Q3 UNCHANGED 37 0% 0.00% $473 2025-11-04 $12.87
2025 Q2 INITIATED 37 0.00% $367 2025-08-11 $9.23

FAQ About Cornerstone Planning Group LLC and CMDB

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 CMDB?

Cornerstone Planning Group LLC reported CMDB across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

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

The largest reported portfolio weight for CMDB was 0.00% in 2025 Q4.

What is the latest reported CMDB position on this page?

The most recent filing on this page is 2026 Q2, when Cornerstone Planning Group LLC reported 37 shares, equal to 0.00% of portfolio, with an estimated market value of $697.

What does the chart on this CMDB ownership page compare?

The chart compares Cornerstone Planning Group LLC's quarterly CMDB 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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