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Disclosery

Cornerstone Capital, Inc.: IWM position timeline

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

Cornerstone Capital, Inc. held 9,844 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,844 shares
    Change vs previous 13F -169 shares

    0.26% of the 13F portfolio, value $2,957,516.

    13F-HR 0001172661-26-003021 filed by Cornerstone Capital, Inc.
    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 10,013 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $2,483,378.

    13F-HR 0001172661-26-001738 filed by Cornerstone Capital, Inc.
    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 10,013 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $2,464,953.

    13F-HR 0001172661-26-000659 filed by Cornerstone Capital, Inc.
    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 10,013 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,422,896.

    13F-HR 0001172661-25-004664 filed by Cornerstone Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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