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Cornerstone Wealth Group, LLC: JMBS position timeline

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

Cornerstone Wealth Group, LLC held 162,759 JMBS 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 162,759 shares
    Change vs previous 13F +4,376 shares

    0.44% of the 13F portfolio, value $7,322,538.

    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 158,383 shares
    Change vs previous 13F +13,122 shares

    0.46% of the 13F portfolio, value $7,208,025.

    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 145,261 shares
    Change vs previous 13F +8,000 shares

    0.45% of the 13F portfolio, value $6,636,993.

    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 137,261 shares
    Change vs previous 13F +5,163 shares

    0.42% of the 13F portfolio, value $6,268,716.

    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 132,098 shares
    Change vs previous 13F +1,771 shares

    0.45% of the 13F portfolio, value $5,951,024.

    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 130,327 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $5,890,780.

    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).