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

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

Cornerstone Financial Group, LLC /NE/ held 158,282 SPTM 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 158,282 shares
    Change vs previous 13F +2,606 shares

    8.86% of the 13F portfolio, value $14,370,446.

    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 155,676 shares
    Change vs previous 13F +9,107 shares

    8.74% of the 13F portfolio, value $13,615,461.

    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 146,569 shares
    Change vs previous 13F +6,111 shares

    8.44% of the 13F portfolio, value $12,091,912.

    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 140,458 shares
    Change vs previous 13F +5,890 shares

    8.77% of the 13F portfolio, value $11,327,938.

    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 134,568 shares
    Change vs previous 13F +1,887 shares

    8.57% of the 13F portfolio, value $10,077,774.

    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 132,681 shares
    Change vs previous 13F +39,139 shares

    8.46% of the 13F portfolio, value $9,401,804.

    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 93,542 shares
    Change vs previous 13F not available

    6.58% of the 13F portfolio, value $6,681,678.

    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).