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Disclosery

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

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

Cornerstone Financial Group, LLC /NE/ held 154,037 DFAX 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 154,037 shares
    Change vs previous 13F +1,848 shares

    3.5% of the 13F portfolio, value $5,674,730.

    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 152,189 shares
    Change vs previous 13F +1,206 shares

    3.57% of the 13F portfolio, value $5,567,061.

    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 150,983 shares
    Change vs previous 13F +751 shares

    3.45% of the 13F portfolio, value $4,941,662.

    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 150,232 shares
    Change vs previous 13F -360 shares

    3.65% of the 13F portfolio, value $4,714,295.

    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 150,592 shares
    Change vs previous 13F +597 shares

    3.76% of the 13F portfolio, value $4,422,889.

    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 149,995 shares
    Change vs previous 13F +6,435 shares

    3.74% of the 13F portfolio, value $4,162,364.

    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 143,560 shares
    Change vs previous 13F not available

    3.52% of the 13F portfolio, value $3,568,894.

    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).