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Disclosery

Cornerstone Financial Management LLC: SPY position timeline

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

Cornerstone Financial Management LLC held 1,541 SPY 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 1,541 shares
    Change vs previous 13F -399 shares

    0.92% of the 13F portfolio, value $1,150,773.

    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 1,940 shares
    Change vs previous 13F 0 shares

    1.16% of the 13F portfolio, value $1,261,660.

    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 1,940 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $1,322,925.

    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).