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Cornerstone Wealth Group, LLC: JAAA position timeline

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

Cornerstone Wealth Group, LLC held 19,614 JAAA 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 19,614 shares
    Change vs previous 13F -50,222 shares

    0.06% of the 13F portfolio, value $990,301.

    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 69,836 shares
    Change vs previous 13F +15,364 shares

    0.23% of the 13F portfolio, value $3,533,708.

    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 54,472 shares
    Change vs previous 13F +1,773 shares

    0.19% of the 13F portfolio, value $2,755,205.

    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 52,699 shares
    Change vs previous 13F -73,565 shares

    0.18% of the 13F portfolio, value $2,676,040.

    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 126,264 shares
    Change vs previous 13F -1,447 shares

    0.48% of the 13F portfolio, value $6,407,888.

    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 127,711 shares
    Change vs previous 13F +10,709 shares

    0.54% of the 13F portfolio, value $6,476,203.

    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 117,002 shares
    Change vs previous 13F +6,635 shares

    0.49% of the 13F portfolio, value $5,933,173.

    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 110,367 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $5,615,465.

    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).