Cornerstone Planning Group LLC

Position in AWR — American States Water Co

CIK 1822587 FAIRFIELD, NJ

Position in AWR

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,396

+$657 QoQ

Shares Held

+26.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#373

of 409 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $23,068 across 6 Utilities - Regulated Water names. AWR ranks #3 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	85	$11,184
2	YORW	York Water Co	247	$7,570
3	AWR	American States Water Co This page	29	$2,396
4	PCYO	Pure Cycle Corp	82	$878
5	CWT	California Water Service Group	11	$535
6	MSEX	Middlesex Water Co	9	$505

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,396	29	+26.1%	Shares	Sole	2026-07-29
2026-03-31	$1,739	23	+64.3%	Shares	Sole	2026-05-06
2025-12-31	$1,014	14	+250.0%	Shares	Sole	2026-02-02
2025-09-30	$293	4	—	Shares	Sole	2025-11-04
No filing history on record for this holder in this stock.