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Disclosery

Cornerstone Financial Management LLC: CLS position timeline

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

Cornerstone Financial Management LLC held 89 CLS shares at 2026-06-30 per its 13F-HR/A filed 2026-08-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 89 shares
    Change vs previous 13F +7 shares

    0.03% of the 13F portfolio, value $32,467.

    13F-HR/A 0002110329-26-000015 filed by Cornerstone Financial Management LLC
    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/A 82 shares
    Change vs previous 13F +4 shares

    0.02% of the 13F portfolio, value $23,098.

    13F-HR/A 0002110329-26-000014 filed by Cornerstone Financial Management LLC
    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/A 78 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $23,058.

    13F-HR/A 0002110329-26-000013 filed by Cornerstone Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).