Cornerstone Wealth Group, LLC: DEM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cornerstone Wealth Group, LLC on DEM, newest first. How the timeline and the estimate are built.
Cornerstone Wealth Group, LLC held 121,284 DEM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 121,284 sharesChange vs previous 13F -968 shares
0.39% of the 13F portfolio, value $6,523,866.
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 122,252 sharesChange vs previous 13F -48,956 shares
0.41% of the 13F portfolio, value $6,366,865.
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 171,208 sharesChange vs previous 13F -1,839 shares
0.55% of the 13F portfolio, value $7,997,126.
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 173,047 sharesChange vs previous 13F +2,589 shares
0.54% of the 13F portfolio, value $7,958,432.
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 170,458 sharesChange vs previous 13F -6,393 shares
0.58% of the 13F portfolio, value $7,720,043.
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 176,851 sharesChange vs previous 13F -3,802 shares
0.62% of the 13F portfolio, value $7,441,890.
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 180,653 sharesChange vs previous 13F -8,497 shares
0.6% of the 13F portfolio, value $7,314,640.
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 189,150 sharesChange vs previous 13F not available
0.69% of the 13F portfolio, value $8,324,492.
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).