Cornerstone Wealth Group, LLC: C position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cornerstone Wealth Group, LLC on C, newest first. How the timeline and the estimate are built.
Cornerstone Wealth Group, LLC held 52,619 C shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 52,619 sharesChange vs previous 13F -9,212 shares
0.44% of the 13F portfolio, value $7,364,486.
13F-HR 0001214659-26-009059 filed by Cornerstone Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 61,831 sharesChange vs previous 13F +6,398 shares
0.53% of the 13F portfolio, value $8,141,944.
13F-HR 0001214659-26-004952 filed by Cornerstone Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 55,433 sharesChange vs previous 13F +208 shares
0.44% of the 13F portfolio, value $6,468,425.
13F-HR 0001214659-26-000811 filed by Cornerstone Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 55,225 sharesChange vs previous 13F -880 shares
0.38% of the 13F portfolio, value $5,605,352.
13F-HR 0001214659-25-015562 filed by Cornerstone Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 56,105 sharesChange vs previous 13F +2,068 shares
0.36% of the 13F portfolio, value $4,775,670.
13F-HR 0001214659-25-010940 filed by Cornerstone Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 54,037 sharesChange vs previous 13F -3,489 shares
0.32% of the 13F portfolio, value $3,836,116.
13F-HR 0001214659-25-006250 filed by Cornerstone Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 57,526 sharesChange vs previous 13F +1,624 shares
0.33% of the 13F portfolio, value $4,049,264.
13F-HR 0001214659-25-001100 filed by Cornerstone Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 55,902 sharesChange vs previous 13F not available
0.29% of the 13F portfolio, value $3,499,487.
13F-HR 0001214659-24-017935 filed by Cornerstone Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).