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

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

Cornerstone Financial Group, LLC /NE/ held 18,359 DFUV 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 18,359 shares
    Change vs previous 13F +62 shares

    0.62% of the 13F portfolio, value $1,009,925.

    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 18,297 shares
    Change vs previous 13F +66 shares

    0.61% of the 13F portfolio, value $946,518.

    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 18,231 shares
    Change vs previous 13F +64 shares

    0.59% of the 13F portfolio, value $849,392.

    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 18,167 shares
    Change vs previous 13F +80 shares

    0.63% of the 13F portfolio, value $811,897.

    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 18,087 shares
    Change vs previous 13F +84 shares

    0.65% of the 13F portfolio, value $764,720.

    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 18,003 shares
    Change vs previous 13F +72 shares

    0.67% of the 13F portfolio, value $741,718.

    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 17,931 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $733,736.

    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).