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Disclosery

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

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

Cornerstone Financial Group, LLC /NE/ held 67,660 VGSH 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 67,660 shares
    Change vs previous 13F -765 shares

    2.43% of the 13F portfolio, value $3,937,819.

    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 68,425 shares
    Change vs previous 13F -207 shares

    2.56% of the 13F portfolio, value $3,989,841.

    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 68,632 shares
    Change vs previous 13F +209 shares

    2.81% of the 13F portfolio, value $4,030,738.

    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 68,423 shares
    Change vs previous 13F -4,943 shares

    3.12% of the 13F portfolio, value $4,026,667.

    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 73,366 shares
    Change vs previous 13F +319 shares

    3.67% of the 13F portfolio, value $4,312,469.

    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 73,047 shares
    Change vs previous 13F -4,721 shares

    3.84% of the 13F portfolio, value $4,266,675.

    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 77,768 shares
    Change vs previous 13F not available

    4.46% of the 13F portfolio, value $4,524,565.

    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).