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Cornerstone Wealth Group, LLC: SPY position timeline

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

Cornerstone Wealth Group, LLC held 122,433 SPY 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 122,433 shares
    Change vs previous 13F -1,094 shares

    5.44% of the 13F portfolio, value $91,429,588.

    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 123,527 shares
    Change vs previous 13F -10,061 shares

    5.61% of the 13F portfolio, value $86,972,809.

    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 133,588 shares
    Change vs previous 13F -4,642 shares

    6.23% of the 13F portfolio, value $91,096,079.

    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 138,230 shares
    Change vs previous 13F +6,280 shares

    6.22% of the 13F portfolio, value $92,085,794.

    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 131,950 shares
    Change vs previous 13F -2,801 shares

    6.12% of the 13F portfolio, value $81,525,589.

    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 134,751 shares
    Change vs previous 13F +515 shares

    6.25% of the 13F portfolio, value $75,378,428.

    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 134,236 shares
    Change vs previous 13F -2,018 shares

    6.44% of the 13F portfolio, value $78,672,974.

    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 136,254 shares
    Change vs previous 13F not available

    6.48% of the 13F portfolio, value $78,176,818.

    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).