Skip to content
Disclosery

Cornerstone Wealth Group, LLC: ITOT position timeline

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

Cornerstone Wealth Group, LLC held 1,667 ITOT 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 1,667 shares
    Change vs previous 13F +20 shares

    0.02% of the 13F portfolio, value $273,916.

    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 1,647 shares
    Change vs previous 13F -16,835 shares

    0.02% of the 13F portfolio, value $254,420.

    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 18,482 shares
    Change vs previous 13F -17,202 shares

    0.19% of the 13F portfolio, value $2,748,155.

    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 35,684 shares
    Change vs previous 13F -806 shares

    0.35% of the 13F portfolio, value $5,197,405.

    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 36,490 shares
    Change vs previous 13F -1,811 shares

    0.37% of the 13F portfolio, value $4,927,567.

    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 38,301 shares
    Change vs previous 13F +157 shares

    0.39% of the 13F portfolio, value $4,673,056.

    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 38,144 shares
    Change vs previous 13F -1,906 shares

    0.4% of the 13F portfolio, value $4,906,128.

    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 40,050 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $5,031,042.

    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).