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Cornerstone Wealth Advisors, Inc.: EFG position timeline

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

Cornerstone Wealth Advisors, Inc. held 8,654 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,654 shares
    Change vs previous 13F +201 shares

    0.23% of the 13F portfolio, value $1,076,753.

    13F-HR 0001862176-26-000003 filed by Cornerstone Wealth Advisors, Inc.
    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 8,453 shares
    Change vs previous 13F -505 shares

    0.22% of the 13F portfolio, value $941,387.

    13F-HR 0001862176-26-000002 filed by Cornerstone Wealth Advisors, Inc.
    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 8,958 shares
    Change vs previous 13F -12 shares

    0.24% of the 13F portfolio, value $1,020,471.

    13F-HR 0001862176-26-000001 filed by Cornerstone Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 8,970 shares
    Change vs previous 13F +225 shares

    0.25% of the 13F portfolio, value $1,021,504.

    13F-HR 0001862176-25-000003 filed by Cornerstone Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 8,745 shares
    Change vs previous 13F -225 shares

    0.25% of the 13F portfolio, value $979,440.

    13F-HR 0001085146-25-003954 filed by Cornerstone Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 8,970 shares
    Change vs previous 13F +1,615 shares

    0.25% of the 13F portfolio, value $897,000.

    13F-HR 0001085146-25-002184 filed by Cornerstone Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 7,355 shares
    Change vs previous 13F +80 shares

    0.2% of the 13F portfolio, value $712,185.

    13F-HR 0001085146-25-000363 filed by Cornerstone Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 7,275 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $783,154.

    13F-HR 0001085146-24-005139 filed by Cornerstone Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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