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Disclosery

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

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

Cornerstone Financial Group, LLC /NE/ held 0 SCHB shares at 2025-03-31 per its 13F-HR filed 2025-05-13.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -10,122 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 10,122 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $229,769.

    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).