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

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

Cornerstone Financial Group, LLC /NE/ held 37,800 TIP 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 37,800 shares
    Change vs previous 13F +1,936 shares

    2.55% of the 13F portfolio, value $4,136,467.

    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 35,864 shares
    Change vs previous 13F +1,252 shares

    2.56% of the 13F portfolio, value $3,993,450.

    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 34,612 shares
    Change vs previous 13F +537 shares

    2.66% of the 13F portfolio, value $3,804,199.

    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 34,075 shares
    Change vs previous 13F -227 shares

    2.93% of the 13F portfolio, value $3,789,780.

    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 34,302 shares
    Change vs previous 13F +431 shares

    3.21% of the 13F portfolio, value $3,774,575.

    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 33,871 shares
    Change vs previous 13F -535 shares

    3.3% of the 13F portfolio, value $3,665,869.

    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 34,406 shares
    Change vs previous 13F not available

    3.61% of the 13F portfolio, value $3,665,954.

    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).