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Disclosery

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

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

Cornerstone Financial Group, LLC /NE/ held 12,770 XSOE 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 12,770 shares
    Change vs previous 13F +52 shares

    0.39% of the 13F portfolio, value $628,037.

    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 12,718 shares
    Change vs previous 13F -462 shares

    0.37% of the 13F portfolio, value $578,806.

    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 13,180 shares
    Change vs previous 13F -38 shares

    0.36% of the 13F portfolio, value $514,302.

    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 13,218 shares
    Change vs previous 13F -158 shares

    0.39% of the 13F portfolio, value $501,474.

    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 13,376 shares
    Change vs previous 13F +38 shares

    0.39% of the 13F portfolio, value $461,210.

    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 13,338 shares
    Change vs previous 13F -1,214 shares

    0.39% of the 13F portfolio, value $437,072.

    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 14,552 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $443,530.

    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).