Skip to content
Disclosery

Cornerstone Wealth Advisors, Inc.: IWN position timeline

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

Cornerstone Wealth Advisors, Inc. held 6,906 IWN 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 6,906 shares
    Change vs previous 13F -357 shares

    0.32% of the 13F portfolio, value $1,527,607.

    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 7,263 shares
    Change vs previous 13F -588 shares

    0.32% of the 13F portfolio, value $1,376,992.

    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 7,851 shares
    Change vs previous 13F -360 shares

    0.33% of the 13F portfolio, value $1,422,680.

    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 8,211 shares
    Change vs previous 13F -398 shares

    0.35% of the 13F portfolio, value $1,451,787.

    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 8,609 shares
    Change vs previous 13F -800 shares

    0.35% of the 13F portfolio, value $1,358,156.

    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 9,409 shares
    Change vs previous 13F -32 shares

    0.39% of the 13F portfolio, value $1,420,571.

    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 9,441 shares
    Change vs previous 13F -90 shares

    0.43% of the 13F portfolio, value $1,549,929.

    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 9,531 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,589,961.

    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).