Skip to content
Disclosery

Cornerstone Wealth Group, LLC: PFEB position timeline

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

Cornerstone Wealth Group, LLC held 29,727 PFEB 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 29,727 shares
    Change vs previous 13F -25 shares

    0.08% of the 13F portfolio, value $1,280,045.

    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 29,752 shares
    Change vs previous 13F -1,203 shares

    0.08% of the 13F portfolio, value $1,244,229.

    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 30,955 shares
    Change vs previous 13F -338 shares

    0.09% of the 13F portfolio, value $1,260,454.

    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 31,293 shares
    Change vs previous 13F -700 shares

    0.08% of the 13F portfolio, value $1,242,019.

    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 31,993 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,216,054.

    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 31,993 shares
    Change vs previous 13F +2,390 shares

    0.1% of the 13F portfolio, value $1,145,989.

    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 29,603 shares
    Change vs previous 13F -3,234 shares

    0.09% of the 13F portfolio, value $1,089,390.

    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 32,837 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,183,445.

    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).