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Cornerstone Wealth Group, LLC: FBND position timeline

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

Cornerstone Wealth Group, LLC held 434,951 FBND 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 434,951 shares
    Change vs previous 13F +65,442 shares

    1.18% of the 13F portfolio, value $19,785,909.

    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 369,509 shares
    Change vs previous 13F +39,275 shares

    1.09% of the 13F portfolio, value $16,964,173.

    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 330,234 shares
    Change vs previous 13F +18,123 shares

    1.04% of the 13F portfolio, value $15,203,987.

    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 312,111 shares
    Change vs previous 13F +10,714 shares

    0.97% of the 13F portfolio, value $14,431,995.

    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 301,397 shares
    Change vs previous 13F -5,372 shares

    1.03% of the 13F portfolio, value $13,788,929.

    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 306,769 shares
    Change vs previous 13F +258,980 shares

    1.16% of the 13F portfolio, value $14,004,021.

    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 47,789 shares
    Change vs previous 13F +4,900 shares

    0.18% of the 13F portfolio, value $2,144,279.

    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 42,889 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,004,632.

    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).