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Cornerstone Wealth Group, LLC: LVHI position timeline

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

Cornerstone Wealth Group, LLC held 8,798 LVHI 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 8,798 shares
    Change vs previous 13F -1,891 shares

    0.02% of the 13F portfolio, value $357,054.

    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 10,689 shares
    Change vs previous 13F -342,292 shares

    0.03% of the 13F portfolio, value $431,633.

    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 352,981 shares
    Change vs previous 13F +233 shares

    0.89% of the 13F portfolio, value $12,996,752.

    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 352,748 shares
    Change vs previous 13F -11,176 shares

    0.83% of the 13F portfolio, value $12,257,981.

    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 363,924 shares
    Change vs previous 13F -9,190 shares

    0.89% of the 13F portfolio, value $11,845,713.

    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 373,114 shares
    Change vs previous 13F +15,899 shares

    1% of the 13F portfolio, value $12,077,702.

    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 357,215 shares
    Change vs previous 13F +2,083 shares

    0.89% of the 13F portfolio, value $10,902,191.

    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 355,132 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $11,037,494.

    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).