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

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

Cornerstone Financial Group, LLC /NE/ held 196,957 SPDW 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 196,957 shares
    Change vs previous 13F +6,642 shares

    6.12% of the 13F portfolio, value $9,924,675.

    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 190,315 shares
    Change vs previous 13F +14,231 shares

    5.97% of the 13F portfolio, value $9,304,482.

    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 176,084 shares
    Change vs previous 13F +8,947 shares

    5.46% of the 13F portfolio, value $7,819,874.

    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 167,137 shares
    Change vs previous 13F +19,473 shares

    5.54% of the 13F portfolio, value $7,151,802.

    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 147,664 shares
    Change vs previous 13F +3,138 shares

    5.08% of the 13F portfolio, value $5,978,911.

    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 144,526 shares
    Change vs previous 13F +31,150 shares

    5.02% of the 13F portfolio, value $5,578,723.

    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 113,376 shares
    Change vs previous 13F not available

    3.81% of the 13F portfolio, value $3,869,529.

    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).