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

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

Cornerstone Financial Group, LLC /NE/ held 146,636 REET 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 146,636 shares
    Change vs previous 13F +8,966 shares

    2.5% of the 13F portfolio, value $4,050,100.

    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 137,670 shares
    Change vs previous 13F +17,883 shares

    2.41% of the 13F portfolio, value $3,754,249.

    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 119,787 shares
    Change vs previous 13F +26,809 shares

    2.09% of the 13F portfolio, value $2,988,690.

    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 92,978 shares
    Change vs previous 13F +16,343 shares

    1.84% of the 13F portfolio, value $2,376,525.

    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 76,635 shares
    Change vs previous 13F +4,850 shares

    1.61% of the 13F portfolio, value $1,892,876.

    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 71,785 shares
    Change vs previous 13F +9,685 shares

    1.59% of the 13F portfolio, value $1,765,181.

    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 62,100 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $1,488,548.

    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).