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Disclosery

Cornerstone Wealth Group, LLC: V position timeline

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

Cornerstone Wealth Group, LLC held 26,168 V 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 26,168 shares
    Change vs previous 13F -5,253 shares

    0.53% of the 13F portfolio, value $8,977,901.

    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 31,421 shares
    Change vs previous 13F +2,372 shares

    0.63% of the 13F portfolio, value $9,738,546.

    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 29,049 shares
    Change vs previous 13F +939 shares

    0.7% of the 13F portfolio, value $10,187,864.

    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 28,110 shares
    Change vs previous 13F +604 shares

    0.65% of the 13F portfolio, value $9,596,040.

    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 27,506 shares
    Change vs previous 13F +1,098 shares

    0.73% of the 13F portfolio, value $9,766,088.

    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 26,408 shares
    Change vs previous 13F -564 shares

    0.77% of the 13F portfolio, value $9,255,087.

    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 26,972 shares
    Change vs previous 13F -12,373 shares

    0.7% of the 13F portfolio, value $8,524,342.

    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 39,345 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $10,817,912.

    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).