Cornerstone Planning Group LLC

SEC CIK: 0001822587
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

CWT holding history

California Water Service Group 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.

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

Shares (Q2 2026): 11
Value: $561
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2025

Holdings of CWT by Cornerstone Planning Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	11	$561	<0.1%	+11	New	Holders
Q4 2025	0	$0	0.0%	−6−100.0%	Sold out	Holders
Q3 2025	6	$271	<0.1%	00.0%	Unchanged	Holders
Q2 2025	6	$278	<0.1%	+6	New	Holders