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Disclosery

Cornerstone Wealth Group, LLC: NI position timeline

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

Cornerstone Wealth Group, LLC held 6,231 NI 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 6,231 shares
    Change vs previous 13F +50 shares

    0.02% of the 13F portfolio, value $296,284.

    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 6,181 shares
    Change vs previous 13F +77 shares

    0.02% of the 13F portfolio, value $290,074.

    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 6,104 shares
    Change vs previous 13F +361 shares

    0.02% of the 13F portfolio, value $254,903.

    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 5,743 shares
    Change vs previous 13F +225 shares

    0.02% of the 13F portfolio, value $248,672.

    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 5,518 shares
    Change vs previous 13F +73 shares

    0.02% of the 13F portfolio, value $222,596.

    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 5,445 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $218,290.

    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).