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Waterstone Financial shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Waterstone Financial (WSBF) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Waterstone Financial

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All positions including Waterstone Financial held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Waterstone Financial by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2k 16 72.56
2025-06-30 $1.8k 133 13.47
2025-03-31 $769 63 12.22
2024-12-31 $850 63 13.51
2024-09-30 $946 63 15.02
2024-03-31 $772 63 12.25