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

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

Cornerstone Financial Group, LLC /NE/ held 19,186 SMMD 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 19,186 shares
    Change vs previous 13F +407 shares

    1.08% of the 13F portfolio, value $1,758,050.

    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 18,779 shares
    Change vs previous 13F +956 shares

    1.03% of the 13F portfolio, value $1,597,503.

    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 17,823 shares
    Change vs previous 13F +302 shares

    0.93% of the 13F portfolio, value $1,335,642.

    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 17,521 shares
    Change vs previous 13F +1,348 shares

    1% of the 13F portfolio, value $1,291,822.

    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 16,173 shares
    Change vs previous 13F +49 shares

    0.93% of the 13F portfolio, value $1,096,194.

    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 16,124 shares
    Change vs previous 13F +3,505 shares

    0.95% of the 13F portfolio, value $1,060,488.

    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 12,619 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $858,082.

    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).