Ownership history in Cornerstone Planning Group LLC · 10 quarters on record
This page tracks every 13F SEC filing in which Cornerstone Planning Group LLC reported a position in VICTORY PORTFOLIOS II SHARES USAA CORE SHORT TERM (USTB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 246,096 | +245,676 | +58494.3% | 1.95% | $12.5M | $50.44 |
| 2025 Q3 | REDUCED | 420 | -245,575 | -99.8% | 0.00% | $25K | $49.84 |
| 2025 Q2 | ADDED | 245,995 | +9,897 | +4.2% | 2.56% | $12.5M | $49.11 |
| 2025 Q1 | REDUCED | 236,098 | -3,655 | -1.5% | 2.85% | $11.9M | $48.38 |
| 2024 Q4 | REDUCED | 239,753 | -30,812 | -11.4% | 2.97% | $12.1M | $47.54 |
| 2024 Q3 | ADDED | 270,565 | +19,376 | +7.7% | 3.61% | $13.6M | $47.42 |
| 2024 Q2 | ADDED | 251,189 | +16,243 | +6.9% | 3.64% | $12.7M | $45.89 |
| 2024 Q1 | ADDED | 234,946 | +7,203 | +3.2% | 3.63% | $11.7M | $45.31 |
| 2023 Q4 | ADDED | 227,743 | +186,216 | +448.4% | 3.73% | $11.3M | $44.65 |
| 2022 Q4 | INITIATED | 41,527 | — | — | 0.85% | $2.0M | — |
As of 2025 Q4 — sorted by position size