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Cornerstone Wealth Group, LLC: IDEV position timeline

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

Cornerstone Wealth Group, LLC held 559,664 IDEV 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 559,664 shares
    Change vs previous 13F +36,411 shares

    2.96% of the 13F portfolio, value $49,815,656.

    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 523,253 shares
    Change vs previous 13F +84,337 shares

    2.96% of the 13F portfolio, value $45,878,819.

    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 438,916 shares
    Change vs previous 13F +122,329 shares

    2.47% of the 13F portfolio, value $36,201,811.

    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 316,587 shares
    Change vs previous 13F +38,948 shares

    1.71% of the 13F portfolio, value $25,380,791.

    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 277,639 shares
    Change vs previous 13F +37,321 shares

    1.58% of the 13F portfolio, value $21,111,688.

    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 240,318 shares
    Change vs previous 13F +55,097 shares

    1.37% of the 13F portfolio, value $16,555,527.

    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 185,221 shares
    Change vs previous 13F -42,109 shares

    0.98% of the 13F portfolio, value $11,941,184.

    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 227,330 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $16,101,765.

    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).