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Disclosery

Cornerstone Wealth Group, LLC: SCHA position timeline

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

Cornerstone Wealth Group, LLC held 106,792 SCHA 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 106,792 shares
    Change vs previous 13F +837 shares

    0.23% of the 13F portfolio, value $3,858,403.

    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 105,955 shares
    Change vs previous 13F -16,190 shares

    0.22% of the 13F portfolio, value $3,403,276.

    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 122,145 shares
    Change vs previous 13F -33,712 shares

    0.24% of the 13F portfolio, value $3,478,703.

    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 155,857 shares
    Change vs previous 13F -13,502 shares

    0.29% of the 13F portfolio, value $4,348,400.

    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 169,359 shares
    Change vs previous 13F -12,409 shares

    0.32% of the 13F portfolio, value $4,284,782.

    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 181,768 shares
    Change vs previous 13F -14,536 shares

    0.35% of the 13F portfolio, value $4,258,830.

    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 196,304 shares
    Change vs previous 13F +99,314 shares

    0.42% of the 13F portfolio, value $5,076,411.

    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 96,990 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $4,995,005.

    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).