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Cornerstone Wealth Group, LLC: SPG position timeline

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

Cornerstone Wealth Group, LLC held 25,619 SPG 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 25,619 shares
    Change vs previous 13F -2,111 shares

    0.34% of the 13F portfolio, value $5,729,668.

    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 27,730 shares
    Change vs previous 13F +260 shares

    0.37% of the 13F portfolio, value $5,677,946.

    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 27,470 shares
    Change vs previous 13F +669 shares

    0.35% of the 13F portfolio, value $5,084,990.

    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 26,801 shares
    Change vs previous 13F +626 shares

    0.34% of the 13F portfolio, value $5,029,782.

    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 26,175 shares
    Change vs previous 13F +1,658 shares

    0.32% of the 13F portfolio, value $4,207,925.

    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 24,517 shares
    Change vs previous 13F +1,359 shares

    0.34% of the 13F portfolio, value $4,071,821.

    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 23,158 shares
    Change vs previous 13F +493 shares

    0.33% of the 13F portfolio, value $3,988,059.

    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 22,665 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,830,867.

    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).