Cornerstone Planning Group LLC's ownership history for SMLF

Cornerstone Planning Group LLC currently holds 443.2K shares with a market value of $32.8M. It started holding SMLF on 2024-09-30. At its peak, it held 443.2K shares on 2025-09-30. Its highest holding value was $32.8M on 2025-09-30. At its lowest, it held 362.2K shares on 2024-09-30, with a value of $23.7M on 2025-03-31. In the recent 180 days, Cornerstone Planning Group LLC has increased its shares by 43.4K. In the recent year, Cornerstone Planning Group LLC has increased its shares by 80.9K.