Cornerstone Wealth Group, LLC: CTAS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cornerstone Wealth Group, LLC on CTAS, newest first. How the timeline and the estimate are built.
Cornerstone Wealth Group, LLC held 1,585 CTAS shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 1,585 sharesChange vs previous 13F +1,585 shares
0.02% of the 13F portfolio, value $269,601.
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 ended2025-09-3013F 0 sharesChange vs previous 13F -933 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 933 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $207,969.
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).