Cornerstone Planning Group LLC

SEC CIK: 0001822587
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

HTO holding history

H2O America 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.

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

Shares (Q3 2025): 0; Sold out in Q3 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2024

Holdings of HTO by Cornerstone Planning Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−5−100.0%	Sold out	Holders
Q2 2025	5	$248	<0.1%	−12−70.6%	Reduced	Holders
Q1 2025	17	$931	<0.1%	00.0%	Unchanged	Holders
Q4 2024	17	$834	<0.1%	+17	New	Holders