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

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

Cornerstone Financial Group, LLC /NE/ held 1,508 MTUM 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 1,508 shares
    Change vs previous 13F +2 shares

    0.32% of the 13F portfolio, value $516,828.

    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 1,506 shares
    Change vs previous 13F -399 shares

    0.28% of the 13F portfolio, value $429,328.

    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 1,905 shares
    Change vs previous 13F +6 shares

    0.33% of the 13F portfolio, value $476,733.

    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 1,899 shares
    Change vs previous 13F +4 shares

    0.38% of the 13F portfolio, value $487,122.

    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 1,895 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $455,406.

    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 1,895 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $423,059.

    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 1,895 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $392,113.

    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).