Skip to content
Disclosery

Cornerstone Wealth Group, LLC: TFC position timeline

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

Cornerstone Wealth Group, LLC held 141,300 TFC 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 141,300 shares
    Change vs previous 13F +9,688 shares

    0.42% of the 13F portfolio, value $7,039,562.

    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 131,612 shares
    Change vs previous 13F -10,190 shares

    0.43% of the 13F portfolio, value $6,721,425.

    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 141,802 shares
    Change vs previous 13F +1,761 shares

    0.48% of the 13F portfolio, value $6,978,056.

    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 140,041 shares
    Change vs previous 13F -202 shares

    0.43% of the 13F portfolio, value $6,402,686.

    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 140,243 shares
    Change vs previous 13F +2,589 shares

    0.45% of the 13F portfolio, value $6,029,059.

    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 137,654 shares
    Change vs previous 13F +11,591 shares

    0.47% of the 13F portfolio, value $5,664,458.

    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 126,063 shares
    Change vs previous 13F +4,045 shares

    0.45% of the 13F portfolio, value $5,468,593.

    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 122,018 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $5,218,730.

    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).