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

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

Cornerstone Financial Group, LLC /NE/ held 14,703 VT 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 14,703 shares
    Change vs previous 13F -19 shares

    1.42% of the 13F portfolio, value $2,307,621.

    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 14,722 shares
    Change vs previous 13F +340 shares

    1.43% of the 13F portfolio, value $2,229,459.

    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 14,382 shares
    Change vs previous 13F +370 shares

    1.42% of the 13F portfolio, value $2,028,761.

    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 14,012 shares
    Change vs previous 13F +416 shares

    1.49% of the 13F portfolio, value $1,930,880.

    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 13,596 shares
    Change vs previous 13F -17 shares

    1.49% of the 13F portfolio, value $1,747,351.

    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 13,613 shares
    Change vs previous 13F +841 shares

    1.49% of the 13F portfolio, value $1,657,133.

    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 12,772 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $1,500,477.

    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).