Cornerstone Planning Group’s Longeveron LGVN Stock Holding History

Cornerstone Planning Group’s Portfolio LGVN Stock Details LGVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-113	Closed	-$705	–	1020
2026 Q2	$705	Hold	113	–	–	﹤0.01%	1592
2026 Q1	$964	Hold	113	–	–	﹤0.01%	1475
2025 Q4	$668	Hold	113	–	–	﹤0.01%	1449
2025 Q3	$942	Buy	+113	New	+$1.24K	﹤0.01%	1329

Cornerstone Planning Group's LGVN Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Longeveron (LGVN) in Q3 2026, closing a stake of 113 shares — an estimated $705 sold.

Cornerstone Planning Group first reported a position in LGVN in Q3 2025 and held it in 4 quarters. The position peaked at $964 in Q1 2026. 0 funds tracked by Wall St. Rank hold LGVN as of Q3 2026.

Cornerstone Planning Group reported no remaining Longeveron position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 113 Longeveron shares in Q3 2026, an estimated $705.
Cornerstone Planning Group first reported a position in Longeveron in Q3 2025 and held it in 4 quarters.
Cornerstone Planning Group's Longeveron position peaked at $964 in Q1 2026.
0 funds tracked by Wall St. Rank held Longeveron as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.