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Orchid Is Cap shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Orchid Is Cap (ORC) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Orchid Is Cap

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All positions including Orchid Is Cap held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Orchid Is Cap by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2025-03-31 $564 82 6.89
2024-12-31 $647 82 7.90
2024-09-30 $442 56 7.89

More positions owned by Cornerstone Planning Group

Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM)
Fidelity Enhanced International Etf Exchange Traded Fund (FENI)
Schwab Fundamental International Small Equity Etf Exchange Traded Fund (FNDC)
Vanguard High Dividend Yield Index Etf Exchange Traded Fund (VYM)
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
Vanguard Ftse All-world Ex-us Index Fund Exchange Traded Fund (VEU)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
Viatris Common Stock (VTRS)
Schwab Charles Corp Common Stock (SCHW)
Spdr S&p Midcap 400 Etf Trust Exchange Traded Fund (MDY)

View all positions for Cornerstone Planning Group

Top funds holding Orchid Is Cap

BlackRock
Vanguard Group
Mirae Asset Global Etfs Holdings
Invesco
Geode Capital Management
State Street Corporation
Van Eck Associates Corp.
Two Sigma Investments
Millennium Management
Charles Schwab Investment Management
Northern Trust
Ameriprise Financial
Morgan Stanley
UBS Group
Goldman Sachs Group

View all funds holding Orchid Is Cap