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Disclosery

Cornerstone Wealth Group, LLC: IWR position timeline

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

Cornerstone Wealth Group, LLC held 54,236 IWR 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 54,236 shares
    Change vs previous 13F -1,167 shares

    0.36% of the 13F portfolio, value $5,983,286.

    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 55,403 shares
    Change vs previous 13F -4,415 shares

    0.37% of the 13F portfolio, value $5,760,776.

    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 59,818 shares
    Change vs previous 13F -7,390 shares

    0.39% of the 13F portfolio, value $5,758,653.

    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 67,208 shares
    Change vs previous 13F -3,025 shares

    0.44% of the 13F portfolio, value $6,488,905.

    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 70,233 shares
    Change vs previous 13F -2,650 shares

    0.48% of the 13F portfolio, value $6,459,294.

    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 72,883 shares
    Change vs previous 13F -5,365 shares

    0.51% of the 13F portfolio, value $6,200,117.

    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 78,248 shares
    Change vs previous 13F +2,098 shares

    0.57% of the 13F portfolio, value $6,917,153.

    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 76,150 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $6,711,870.

    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).