Skip to content
Disclosery

Cornerstone Wealth Group, LLC: CW position timeline

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

Cornerstone Wealth Group, LLC held 426 CW 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 426 shares
    Change vs previous 13F +32 shares

    0.02% of the 13F portfolio, value $322,806.

    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 394 shares
    Change vs previous 13F +13 shares

    0.02% of the 13F portfolio, value $283,487.

    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 381 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $210,034.

    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).