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Cornerstone Wealth Advisors, Inc.: IWO position timeline

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

Cornerstone Wealth Advisors, Inc. held 4,348 IWO 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 4,348 shares
    Change vs previous 13F -50 shares

    0.36% of the 13F portfolio, value $1,713,085.

    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 4,398 shares
    Change vs previous 13F -724 shares

    0.32% of the 13F portfolio, value $1,380,229.

    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 5,122 shares
    Change vs previous 13F -185 shares

    0.38% of the 13F portfolio, value $1,654,547.

    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 5,307 shares
    Change vs previous 13F -286 shares

    0.41% of the 13F portfolio, value $1,698,336.

    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 5,593 shares
    Change vs previous 13F -372 shares

    0.41% of the 13F portfolio, value $1,598,956.

    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 5,965 shares
    Change vs previous 13F -462 shares

    0.42% of the 13F portfolio, value $1,524,325.

    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 6,427 shares
    Change vs previous 13F -301 shares

    0.51% of the 13F portfolio, value $1,849,865.

    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 6,728 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,910,668.

    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).