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Disclosery

Cornerstone Wealth Group, LLC: CL position timeline

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

Cornerstone Wealth Group, LLC held 11,748 CL 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 11,748 shares
    Change vs previous 13F +1,578 shares

    0.06% of the 13F portfolio, value $1,077,073.

    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 10,170 shares
    Change vs previous 13F -220 shares

    0.05% of the 13F portfolio, value $831,969.

    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 10,390 shares
    Change vs previous 13F +3,231 shares

    0.06% of the 13F portfolio, value $821,020.

    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 7,159 shares
    Change vs previous 13F -38,634 shares

    0.04% of the 13F portfolio, value $572,279.

    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 45,793 shares
    Change vs previous 13F +1,708 shares

    0.31% of the 13F portfolio, value $4,162,606.

    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 44,085 shares
    Change vs previous 13F +2,115 shares

    0.34% of the 13F portfolio, value $4,130,801.

    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 41,970 shares
    Change vs previous 13F +1,599 shares

    0.31% of the 13F portfolio, value $3,815,502.

    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 40,371 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $4,190,916.

    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).