Cornerstone Wealth Group, LLC: ED position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cornerstone Wealth Group, LLC on ED, newest first. How the timeline and the estimate are built.
Cornerstone Wealth Group, LLC held 3,536 ED shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 3,536 sharesChange vs previous 13F +814 shares
0.02% of the 13F portfolio, value $391,183.
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 2,722 sharesChange vs previous 13F +307 shares
0.02% of the 13F portfolio, value $294,493.
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 2,415 sharesChange vs previous 13F +370 shares
0.02% of the 13F portfolio, value $239,903.
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 2,045 sharesChange vs previous 13F -127 shares
0.01% of the 13F portfolio, value $205,592.
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 2,172 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $217,928.
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).