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Disclosery

Cornerstone Planning, LLC: XEL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cornerstone Planning, LLC on XEL, newest first. How the timeline and the estimate are built.

Cornerstone Planning, LLC held 10,545 XEL shares at 2024-12-31 per its 13F-HR filed 2025-04-01.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 10,545 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $711,998.

    13F-HR 0001802105-25-000003 filed by Cornerstone Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).