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Cornerstone Wealth Group, LLC: MO position timeline

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

Cornerstone Wealth Group, LLC held 125,034 MO 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 125,034 shares
    Change vs previous 13F -37,161 shares

    0.54% of the 13F portfolio, value $8,996,186.

    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 162,195 shares
    Change vs previous 13F +9,065 shares

    0.68% of the 13F portfolio, value $10,485,893.

    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 153,130 shares
    Change vs previous 13F +68,984 shares

    0.6% of the 13F portfolio, value $8,829,487.

    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 84,146 shares
    Change vs previous 13F +1,267 shares

    0.38% of the 13F portfolio, value $5,558,694.

    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 82,879 shares
    Change vs previous 13F +1,693 shares

    0.36% of the 13F portfolio, value $4,859,218.

    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 81,186 shares
    Change vs previous 13F -8,940 shares

    0.4% of the 13F portfolio, value $4,872,784.

    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 90,126 shares
    Change vs previous 13F +2,431 shares

    0.39% of the 13F portfolio, value $4,712,670.

    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 87,695 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $4,475,934.

    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).