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CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC on IWD, newest first. How the timeline and the estimate are built.

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC held 2,129 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,129 shares
    Change vs previous 13F -230 shares

    0.07% of the 13F portfolio, value $516,032.

    13F-HR 0002044324-26-000005 filed by CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,359 shares
    Change vs previous 13F +2 shares

    0.08% of the 13F portfolio, value $504,082.

    13F-HR 0002044324-26-000004 filed by CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,357 shares
    Change vs previous 13F +13 shares

    0.08% of the 13F portfolio, value $495,863.

    13F-HR 0002044324-26-000001 filed by CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,344 shares
    Change vs previous 13F +234 shares

    0.08% of the 13F portfolio, value $477,269.

    13F-HR 0002044324-25-000012 filed by CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,110 shares
    Change vs previous 13F +7 shares

    0.08% of the 13F portfolio, value $409,880.

    13F-HR 0002044324-25-000007 filed by CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,103 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $395,762.

    13F-HR 0002044324-25-000002 filed by CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).