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Cornerstone Financial Group, LLC /NE/: BLV position timeline

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

Cornerstone Financial Group, LLC /NE/ held 60,121 BLV 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 60,121 shares
    Change vs previous 13F +1,718 shares

    2.55% of the 13F portfolio, value $4,144,115.

    13F-HR 0001765380-26-000324 filed by Cornerstone Financial Group, LLC /NE/
    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 58,403 shares
    Change vs previous 13F +429 shares

    2.56% of the 13F portfolio, value $3,989,537.

    13F-HR 0001765380-26-000173 filed by Cornerstone Financial Group, LLC /NE/
    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 57,974 shares
    Change vs previous 13F +8,555 shares

    2.81% of the 13F portfolio, value $4,030,369.

    13F-HR 0002056783-26-000001 filed by Cornerstone Financial Group, LLC /NE/
    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 49,419 shares
    Change vs previous 13F +11,992 shares

    2.71% of the 13F portfolio, value $3,501,324.

    13F-HR 0002056783-25-000004 filed by Cornerstone Financial Group, LLC /NE/
    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 37,427 shares
    Change vs previous 13F +4,868 shares

    2.21% of the 13F portfolio, value $2,602,690.

    13F-HR 0001765380-25-000377 filed by Cornerstone Financial Group, LLC /NE/
    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 32,559 shares
    Change vs previous 13F +9,147 shares

    1.98% of the 13F portfolio, value $2,198,689.

    13F-HR 0002056783-25-000003 filed by Cornerstone Financial Group, LLC /NE/
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 23,412 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $1,602,093.

    13F-HR 0002056783-25-000001 filed by Cornerstone Financial Group, LLC /NE/
    Filed (acceptance time not in the bulk data set), ingested

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