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Disclosery

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

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

Cornerstone Financial Group, LLC /NE/ held 148,587 DFUS 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 148,587 shares
    Change vs previous 13F -435 shares

    7.5% of the 13F portfolio, value $12,175,257.

    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 149,022 shares
    Change vs previous 13F +118 shares

    7.51% of the 13F portfolio, value $11,695,262.

    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 148,904 shares
    Change vs previous 13F -2,786 shares

    7.71% of the 13F portfolio, value $11,044,226.

    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 151,690 shares
    Change vs previous 13F -813 shares

    8.51% of the 13F portfolio, value $10,988,460.

    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 152,503 shares
    Change vs previous 13F -959 shares

    8.69% of the 13F portfolio, value $10,220,726.

    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 153,462 shares
    Change vs previous 13F +3,275 shares

    8.73% of the 13F portfolio, value $9,707,993.

    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 150,187 shares
    Change vs previous 13F not available

    9.43% of the 13F portfolio, value $9,574,446.

    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).