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Disclosery

Cornerstone Financial Management LLC: PEP position timeline

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

Cornerstone Financial Management LLC held 2,732 PEP 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 2,732 shares
    Change vs previous 13F +48 shares

    0.3% of the 13F portfolio, value $369,913.

    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 2,684 shares
    Change vs previous 13F +1,917 shares

    0.38% of the 13F portfolio, value $416,798.

    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 767 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $110,080.

    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).