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Cornerstone Wealth Group, LLC: SPYV position timeline

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

Cornerstone Wealth Group, LLC held 142,806 SPYV 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 142,806 shares
    Change vs previous 13F +4,665 shares

    0.52% of the 13F portfolio, value $8,681,159.

    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 138,141 shares
    Change vs previous 13F +79,306 shares

    0.52% of the 13F portfolio, value $8,133,727.

    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 58,835 shares
    Change vs previous 13F +23,282 shares

    0.23% of the 13F portfolio, value $3,342,415.

    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 35,553 shares
    Change vs previous 13F +10,675 shares

    0.13% of the 13F portfolio, value $1,967,136.

    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 24,878 shares
    Change vs previous 13F +7,224 shares

    0.1% of the 13F portfolio, value $1,302,088.

    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 17,654 shares
    Change vs previous 13F +13,534 shares

    0.07% of the 13F portfolio, value $901,611.

    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 4,120 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $210,685.

    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).