Cornerstone Planning Group LLC

SEC CIK: 0001822587
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

AWR holding history

American States Water Co in every 13F filed by Cornerstone Planning Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AWR overview All 13F holders of AWR Full Q2 2026 holdings

Shares (Q2 2026): 29
Value: $2.54K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of AWR by Cornerstone Planning Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	29	$2.54K	<0.1%	+6+26.1%	Added	Holders
Q1 2026	23	$1.68K	<0.1%	+9+64.3%	Added	Holders
Q4 2025	14	$1.01K	<0.1%	+10+250.0%	Added	Holders
Q3 2025	4	$286	<0.1%	+4	New	Holders