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Disclosery

Cornerstone Wealth Group, LLC: FE position timeline

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

Cornerstone Wealth Group, LLC held 108,819 FE 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 108,819 shares
    Change vs previous 13F +2,717 shares

    0.31% of the 13F portfolio, value $5,173,269.

    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 106,102 shares
    Change vs previous 13F -447 shares

    0.33% of the 13F portfolio, value $5,146,992.

    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 106,549 shares
    Change vs previous 13F +1,958 shares

    0.33% of the 13F portfolio, value $4,770,211.

    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 104,591 shares
    Change vs previous 13F +2,235 shares

    0.32% of the 13F portfolio, value $4,792,364.

    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 102,356 shares
    Change vs previous 13F +4,681 shares

    0.31% of the 13F portfolio, value $4,120,845.

    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 97,675 shares
    Change vs previous 13F +6,574 shares

    0.33% of the 13F portfolio, value $3,948,018.

    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 91,101 shares
    Change vs previous 13F +2,012 shares

    0.3% of the 13F portfolio, value $3,623,984.

    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 89,089 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $3,951,076.

    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).