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Cornerstone Wealth Group, LLC: SPYM position timeline

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

Cornerstone Wealth Group, LLC held 306,583 SPYM 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 306,583 shares
    Change vs previous 13F +59,383 shares

    1.6% of the 13F portfolio, value $26,942,481.

    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 247,200 shares
    Change vs previous 13F +53,021 shares

    1.32% of the 13F portfolio, value $20,485,456.

    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 194,179 shares
    Change vs previous 13F +32,727 shares

    1.06% of the 13F portfolio, value $15,577,007.

    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 161,452 shares
    Change vs previous 13F +35,149 shares

    0.85% of the 13F portfolio, value $12,648,179.

    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 126,303 shares
    Change vs previous 13F +36,787 shares

    0.69% of the 13F portfolio, value $9,180,974.

    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 89,516 shares
    Change vs previous 13F +47,630 shares

    0.49% of the 13F portfolio, value $5,886,560.

    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 41,886 shares
    Change vs previous 13F +27,892 shares

    0.24% of the 13F portfolio, value $2,887,600.

    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 13,994 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $944,719.

    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).