Cornerstone Wealth Group, LLC: PM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cornerstone Wealth Group, LLC on PM, newest first. How the timeline and the estimate are built.
Cornerstone Wealth Group, LLC held 38,313 PM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 38,313 sharesChange vs previous 13F +232 shares
0.41% of the 13F portfolio, value $6,931,184.
13F-HR 0001214659-26-009059 filed by Cornerstone Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 38,081 sharesChange vs previous 13F +1,056 shares
0.38% of the 13F portfolio, value $5,835,878.
13F-HR 0001214659-26-004952 filed by Cornerstone Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 37,025 sharesChange vs previous 13F +2,614 shares
0.41% of the 13F portfolio, value $5,938,732.
13F-HR 0001214659-26-000811 filed by Cornerstone Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 34,411 sharesChange vs previous 13F +612 shares
0.38% of the 13F portfolio, value $5,581,529.
13F-HR 0001214659-25-015562 filed by Cornerstone Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 33,799 sharesChange vs previous 13F +1,361 shares
0.46% of the 13F portfolio, value $6,155,875.
13F-HR 0001214659-25-010940 filed by Cornerstone Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 32,438 sharesChange vs previous 13F -6,698 shares
0.43% of the 13F portfolio, value $5,148,876.
13F-HR 0001214659-25-006250 filed by Cornerstone Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 39,136 sharesChange vs previous 13F +530 shares
0.39% of the 13F portfolio, value $4,709,973.
13F-HR 0001214659-25-001100 filed by Cornerstone Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 38,606 sharesChange vs previous 13F not available
0.39% of the 13F portfolio, value $4,686,822.
13F-HR 0001214659-24-017935 filed by Cornerstone Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).