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Cornerstone Wealth Group, LLC: ICF position timeline

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

Cornerstone Wealth Group, LLC held 35,844 ICF 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 35,844 shares
    Change vs previous 13F -4,963 shares

    0.14% of the 13F portfolio, value $2,424,097.

    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 40,807 shares
    Change vs previous 13F -10,588 shares

    0.18% of the 13F portfolio, value $2,715,684.

    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 51,395 shares
    Change vs previous 13F -13,806 shares

    0.21% of the 13F portfolio, value $3,066,753.

    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 65,201 shares
    Change vs previous 13F -8,487 shares

    0.27% of the 13F portfolio, value $4,017,656.

    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 73,688 shares
    Change vs previous 13F -7,688 shares

    0.34% of the 13F portfolio, value $4,506,750.

    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 81,376 shares
    Change vs previous 13F -6,392 shares

    0.42% of the 13F portfolio, value $5,007,086.

    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 87,768 shares
    Change vs previous 13F -722 shares

    0.43% of the 13F portfolio, value $5,288,903.

    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 88,490 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $5,832,407.

    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).