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Cornerstone Retirement Group, Inc.: SHV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cornerstone Retirement Group, Inc. on SHV, newest first. How the timeline and the estimate are built.

Cornerstone Retirement Group, Inc. held 530,662 SHV shares at 2023-09-30 per its 13F-HR filed 2023-10-26.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 530,662 shares
    Change vs previous 13F -336,182 shares

    16.76% of the 13F portfolio, value $58,622,280.

    13F-HR 0001085146-23-003938 filed by Cornerstone Retirement Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-06-30
    13F 866,844 shares
    Change vs previous 13F +20,275 shares

    26.46% of the 13F portfolio, value $95,747,528.

    13F-HR 0001085146-23-003224 filed by Cornerstone Retirement Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 846,569 shares
    Change vs previous 13F +327,317 shares

    27.44% of the 13F portfolio, value $93,545,911.

    13F-HR 0001085146-23-002103 filed by Cornerstone Retirement Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 519,252 shares
    Change vs previous 13F -2,445 shares

    17.1% of the 13F portfolio, value $57,076,158.

    13F-HR 0001085146-23-000603 filed by Cornerstone Retirement Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F 521,697 shares
    Change vs previous 13F -12,362 shares

    17.47% of the 13F portfolio, value $57,349,000.

    13F-HR 0001085146-22-003396 filed by Cornerstone Retirement Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-06-30
    13F 534,059 shares
    Change vs previous 13F -1,293,879 shares

    16.82% of the 13F portfolio, value $58,762,000.

    13F-HR 0001085146-22-002505 filed by Cornerstone Retirement Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-03-31
    13F 1,827,938 shares
    Change vs previous 13F +1,826,430 shares

    37.83% of the 13F portfolio, value $201,465,000.

    13F-HR 0001085146-22-001793 filed by Cornerstone Retirement Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-12-31
    13F 1,508 shares
    Change vs previous 13F not available

    55.44% of the 13F portfolio, value $300,560.

    13F-HR 0001085146-22-000233 filed by Cornerstone Retirement Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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