Cornerstone Planning Group LLC
Holdings in BWFG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $778 | 17 | Shares | Sole | 2026-02-02 |
| 2025-09-30 | $752 | 17 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $612 | 17 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $513 | 17 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $529 | 17 | Shares | Sole | 2025-01-29 |
| 2024-09-30 | $509 | 17 | Shares | Sole | 2024-11-05 |
| 2024-06-30 | $431 | 17 | Shares | Sole | 2024-08-13 |