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Cornerstone Wealth Group, LLC: TAFI position timeline

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

Cornerstone Wealth Group, LLC held 61,619 TAFI 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 61,619 shares
    Change vs previous 13F -34 shares

    0.09% of the 13F portfolio, value $1,554,021.

    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 61,653 shares
    Change vs previous 13F +3,867 shares

    0.1% of the 13F portfolio, value $1,554,889.

    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 57,786 shares
    Change vs previous 13F -4,402 shares

    0.1% of the 13F portfolio, value $1,456,788.

    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 62,188 shares
    Change vs previous 13F +1,954 shares

    0.11% of the 13F portfolio, value $1,575,846.

    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 60,234 shares
    Change vs previous 13F +869 shares

    0.11% of the 13F portfolio, value $1,512,488.

    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 59,365 shares
    Change vs previous 13F +8,516 shares

    0.12% of the 13F portfolio, value $1,489,471.

    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 50,849 shares
    Change vs previous 13F +45 shares

    0.1% of the 13F portfolio, value $1,268,687.

    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 50,804 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,286,360.

    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).