Skip to content
Disclosery

Cornerstone Wealth Group, LLC: IWF position timeline

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

Cornerstone Wealth Group, LLC held 20,406 IWF 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 20,406 shares
    Change vs previous 13F +15,443 shares

    0.15% of the 13F portfolio, value $2,533,827.

    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 4,963 shares
    Change vs previous 13F -5,783 shares

    0.15% of the 13F portfolio, value $2,338,972.

    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 10,746 shares
    Change vs previous 13F +47 shares

    0.35% of the 13F portfolio, value $5,086,194.

    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 10,699 shares
    Change vs previous 13F +241 shares

    0.34% of the 13F portfolio, value $5,011,623.

    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 10,458 shares
    Change vs previous 13F -353 shares

    0.33% of the 13F portfolio, value $4,440,135.

    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 10,811 shares
    Change vs previous 13F -539 shares

    0.32% of the 13F portfolio, value $3,903,661.

    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 11,350 shares
    Change vs previous 13F -73 shares

    0.37% of the 13F portfolio, value $4,558,033.

    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 11,423 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $4,288,049.

    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).