Skip to content
Disclosery

Cornerstone Wealth Group, LLC: AVGO position timeline

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

Cornerstone Wealth Group, LLC held 91,244 AVGO 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 91,244 shares
    Change vs previous 13F +2,238 shares

    2.05% of the 13F portfolio, value $34,467,312.

    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 89,006 shares
    Change vs previous 13F -2,025 shares

    2.31% of the 13F portfolio, value $35,795,434.

    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 91,031 shares
    Change vs previous 13F -846 shares

    2.15% of the 13F portfolio, value $31,505,670.

    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 91,877 shares
    Change vs previous 13F -617 shares

    2.05% of the 13F portfolio, value $30,311,262.

    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 92,494 shares
    Change vs previous 13F +5,932 shares

    1.91% of the 13F portfolio, value $25,496,054.

    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 86,562 shares
    Change vs previous 13F -6,780 shares

    1.2% of the 13F portfolio, value $14,493,042.

    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 93,342 shares
    Change vs previous 13F -424 shares

    1.77% of the 13F portfolio, value $21,640,423.

    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 93,766 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $16,174,720.

    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).