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

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

Cornerstone Financial Group, LLC /NE/ held 139,861 SPIB 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 139,861 shares
    Change vs previous 13F +4,932 shares

    2.88% of the 13F portfolio, value $4,679,738.

    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 134,929 shares
    Change vs previous 13F +13,632 shares

    2.9% of the 13F portfolio, value $4,512,029.

    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 121,297 shares
    Change vs previous 13F +11,772 shares

    2.86% of the 13F portfolio, value $4,101,063.

    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 109,525 shares
    Change vs previous 13F +4,754 shares

    2.87% of the 13F portfolio, value $3,711,814.

    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 104,771 shares
    Change vs previous 13F +3,874 shares

    2.99% of the 13F portfolio, value $3,518,215.

    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 100,897 shares
    Change vs previous 13F +4,127 shares

    2.99% of the 13F portfolio, value $3,325,554.

    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 96,770 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $3,170,172.

    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).