Cornerstone Planning Group LLC's ownership history for SMLF

Cornerstone Planning Group LLC currently holds 471.1K shares with a market value of $39.3M. It started holding SMLF on 2024-09-30. At its peak, it held 471.1K shares on 2026-03-31. Its highest holding value was $39.3M on 2026-03-31. 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 28.0K. In the recent year, Cornerstone Planning Group LLC has increased its shares by 71.3K.