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Cornerstone Wealth Group, LLC: BX position timeline

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

Cornerstone Wealth Group, LLC held 35,157 BX 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 35,157 shares
    Change vs previous 13F +2,767 shares

    0.25% of the 13F portfolio, value $4,136,915.

    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 32,390 shares
    Change vs previous 13F -48,433 shares

    0.27% of the 13F portfolio, value $4,162,117.

    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 80,823 shares
    Change vs previous 13F +24,283 shares

    0.85% of the 13F portfolio, value $12,458,127.

    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 56,540 shares
    Change vs previous 13F +792 shares

    0.65% of the 13F portfolio, value $9,659,936.

    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 55,748 shares
    Change vs previous 13F +26,833 shares

    0.63% of the 13F portfolio, value $8,338,857.

    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 28,915 shares
    Change vs previous 13F +178 shares

    0.34% of the 13F portfolio, value $4,041,692.

    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 28,737 shares
    Change vs previous 13F +22 shares

    0.41% of the 13F portfolio, value $4,954,834.

    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 28,715 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $4,397,128.

    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).