Skip to content
Disclosery

Cornerstone Wealth Group, LLC: IWM position timeline

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

Cornerstone Wealth Group, LLC held 7,344 IWM 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 7,344 shares
    Change vs previous 13F +587 shares

    0.13% of the 13F portfolio, value $2,206,401.

    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 6,757 shares
    Change vs previous 13F -28,772 shares

    0.12% of the 13F portfolio, value $1,854,768.

    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 35,529 shares
    Change vs previous 13F +29,253 shares

    0.6% of the 13F portfolio, value $8,745,780.

    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 6,276 shares
    Change vs previous 13F -139 shares

    0.1% of the 13F portfolio, value $1,518,426.

    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 6,415 shares
    Change vs previous 13F -6,804 shares

    0.1% of the 13F portfolio, value $1,384,363.

    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 13,219 shares
    Change vs previous 13F -12,555 shares

    0.22% of the 13F portfolio, value $2,637,123.

    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 25,774 shares
    Change vs previous 13F +13,055 shares

    0.47% of the 13F portfolio, value $5,695,095.

    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 12,719 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,809,499.

    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).