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Disclosery

Cornerstone Wealth Group, LLC: BALI position timeline

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

Cornerstone Wealth Group, LLC held 180,670 BALI 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 180,670 shares
    Change vs previous 13F +2,462 shares

    0.36% of the 13F portfolio, value $6,112,071.

    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 178,208 shares
    Change vs previous 13F +166,545 shares

    0.37% of the 13F portfolio, value $5,765,020.

    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 11,663 shares
    Change vs previous 13F -653 shares

    0.03% of the 13F portfolio, value $369,484.

    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 12,316 shares
    Change vs previous 13F -352 shares

    0.03% of the 13F portfolio, value $390,910.

    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 12,668 shares
    Change vs previous 13F +5,320 shares

    0.03% of the 13F portfolio, value $381,433.

    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 7,348 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $211,549.

    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).