Skip to content

Cornerstone Wealth Group, LLC: CMI position timeline

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

Cornerstone Wealth Group, LLC held 19,987 CMI 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 19,987 shares
    Change vs previous 13F -4,754 shares

    0.85% of the 13F portfolio, value $14,254,884.

    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 24,741 shares
    Change vs previous 13F -9,928 shares

    1.02% of the 13F portfolio, value $15,809,404.

    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 34,669 shares
    Change vs previous 13F -505 shares

    1.21% of the 13F portfolio, value $17,696,555.

    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 35,174 shares
    Change vs previous 13F +162 shares

    1% of the 13F portfolio, value $14,856,601.

    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 35,012 shares
    Change vs previous 13F +1,523 shares

    0.86% of the 13F portfolio, value $11,466,496.

    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 33,489 shares
    Change vs previous 13F -1,413 shares

    0.87% of the 13F portfolio, value $10,496,933.

    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 34,902 shares
    Change vs previous 13F +117 shares

    1% of the 13F portfolio, value $12,166,696.

    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 34,785 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $11,262,899.

    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).