13F

Position

Cornerstone Planning, LLC in Dominion Energy, Inc

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $45.9K$58.89$61.88

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202515.4K$904K0.2%
Q1 202617.1K$1.06M$61.88$45.9K$109.6K0.2%