Cornerstone Planning Group LLC

Position in YORW — York Water Co

CIK 1822587 FAIRFIELD, NJ

Position in YORW

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

Position Value

$7,570

+$5,561 QoQ

Shares Held

247

+274.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#138

of 168 holders

Holding Since

Jun 2025

5 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. YORW ranks #2 (32.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	85	$11,184
2	YORW	York Water Co This page	247	$7,570
3	AWR	American States Water Co	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

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,570	247	+274.2%	Shares	Sole	2026-07-29
2026-03-31	$2,009	66	-69.7%	Shares	Sole	2026-05-06
2025-12-31	$6,941	218	+156.5%	Shares	Sole	2026-02-02
2025-09-30	$2,585	85	+1114.3%	Shares	Sole	2025-11-04
2025-06-30	$221	7	—	Shares	Sole	2025-08-11
No filing history on record for this holder in this stock.