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Disclosery

Cornerstone Retirement Group, Inc.: SPY position timeline

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

Cornerstone Retirement Group, Inc. held 314,422 SPY 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 314,422 shares
    Change vs previous 13F -53,747 shares

    38.43% of the 13F portfolio, value $134,409,212.

    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 368,169 shares
    Change vs previous 13F +4,329 shares

    45.11% of the 13F portfolio, value $163,203,404.

    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 363,840 shares
    Change vs previous 13F -87,023 shares

    43.68% of the 13F portfolio, value $148,952,639.

    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 450,863 shares
    Change vs previous 13F -5,145 shares

    51.67% of the 13F portfolio, value $172,423,585.

    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 456,008 shares
    Change vs previous 13F -12,669 shares

    51.83% of the 13F portfolio, value $170,187,000.

    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 468,677 shares
    Change vs previous 13F -121,646 shares

    51.54% of the 13F portfolio, value $180,081,000.

    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 590,323 shares
    Change vs previous 13F +588,816 shares

    48.56% of the 13F portfolio, value $258,564,000.

    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 1,507 shares
    Change vs previous 13F not available

    44.56% of the 13F portfolio, value $241,562.

    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).