Cornerstone Wealth Group, LLC: IDV position timeline

Cornerstone Wealth Group, LLC held 50,705 IDV 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 50,705 shares

   Change vs previous 13F +3,240 shares

   0.13% of the 13F portfolio, value $2,100,713.

   13F-HR 0001214659-26-009059 filed by Cornerstone Wealth Group, LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 47,465 shares

   Change vs previous 13F +25,917 shares

   0.13% of the 13F portfolio, value $2,072,317.

   13F-HR 0001214659-26-004952 filed by Cornerstone Wealth Group, LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 21,548 shares

   Change vs previous 13F +1,612 shares

   0.06% of the 13F portfolio, value $850,069.

   13F-HR 0001214659-26-000811 filed by Cornerstone Wealth Group, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 19,936 shares

   Change vs previous 13F +9,815 shares

   0.05% of the 13F portfolio, value $728,661.

   13F-HR 0001214659-25-015562 filed by Cornerstone Wealth Group, LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 10,121 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $349,276.

   13F-HR 0001214659-25-010940 filed by Cornerstone Wealth Group, LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).