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Disclosery

Cornerstone Wealth Group, LLC: IWB position timeline

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

Cornerstone Wealth Group, LLC held 58,420 IWB 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 58,420 shares
    Change vs previous 13F -535 shares

    1.42% of the 13F portfolio, value $23,922,879.

    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 58,955 shares
    Change vs previous 13F -3,025 shares

    1.47% of the 13F portfolio, value $22,749,724.

    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 61,980 shares
    Change vs previous 13F -1,410 shares

    1.58% of the 13F portfolio, value $23,145,847.

    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 63,390 shares
    Change vs previous 13F -1,491 shares

    1.56% of the 13F portfolio, value $23,167,656.

    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 64,881 shares
    Change vs previous 13F +6,475 shares

    1.65% of the 13F portfolio, value $22,031,697.

    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 58,406 shares
    Change vs previous 13F -3,118 shares

    1.49% of the 13F portfolio, value $17,915,480.

    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 61,524 shares
    Change vs previous 13F -311 shares

    1.62% of the 13F portfolio, value $19,820,427.

    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 61,835 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $19,440,325.

    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).