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Cornerstone Wealth Group, LLC: ACWX position timeline

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

Cornerstone Wealth Group, LLC held 298,550 ACWX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 298,550 shares
    Change vs previous 13F -3,690 shares

    1.35% of the 13F portfolio, value $22,722,645.

    13F-HR 0001214659-26-009059 filed by Cornerstone Wealth Group, LLC
    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 302,240 shares
    Change vs previous 13F -4,493 shares

    1.42% of the 13F portfolio, value $21,990,990.

    13F-HR 0001214659-26-004952 filed by Cornerstone Wealth Group, LLC
    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 306,733 shares
    Change vs previous 13F -5,354 shares

    1.41% of the 13F portfolio, value $20,590,993.

    13F-HR 0001214659-26-000811 filed by Cornerstone Wealth Group, LLC
    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 312,087 shares
    Change vs previous 13F -6,206 shares

    1.37% of the 13F portfolio, value $20,288,797.

    13F-HR 0001214659-25-015562 filed by Cornerstone Wealth Group, LLC
    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 318,293 shares
    Change vs previous 13F -18,284 shares

    1.46% of the 13F portfolio, value $19,396,796.

    13F-HR 0001214659-25-010940 filed by Cornerstone Wealth Group, LLC
    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 336,577 shares
    Change vs previous 13F -16,263 shares

    1.55% of the 13F portfolio, value $18,663,172.

    13F-HR 0001214659-25-006250 filed by Cornerstone Wealth Group, LLC
    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 352,840 shares
    Change vs previous 13F -14,184 shares

    1.51% of the 13F portfolio, value $18,404,153.

    13F-HR 0001214659-25-001100 filed by Cornerstone Wealth Group, LLC
    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 367,024 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $21,001,088.

    13F-HR 0001214659-24-017935 filed by Cornerstone Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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